Synergy Investment Management’s Realty Income O Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-105	Closed	-$6.1K	–	411
2025 Q1	$6.1K	Buy	105 +1	+1%	+$58	﹤0.01%	422
2024 Q4	$5.54K	Buy	+104	New	+$5.54K	﹤0.01%	449