TWM
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TCFG Wealth Management’s Realty Income O Stock Holding History

TCFG Wealth Management’s Portfolio O Stock Details O Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$390K Sell
6,768
-47
-0.7% -$2.71K 0.18% 157
2025
Q1 		$395K Buy
6,815
+137
+2% +$7.95K 0.2% 129
2024
Q4 		$357K Buy
6,678
+186
+3% +$9.94K 0.18% 137
2024
Q3 		$412K Buy
+6,492
New +$412K 0.21% 118