Texas Capital Bank Wealth Management Services’s Realty Income O Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-5,348	Closed	-$307K	–	218
2023 Q4	$307K	Sell	5,348 -5,436	-50%	-$312K	0.04%	150
2023 Q3	$539K	Buy	+10,784	New	+$539K	0.07%	117