Thurston Springer Miller Herd & Titak’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	$2.07M	Buy	35,918 +5,519	+18%	+$318K	0.27%	98
2025 Q1	$1.76M	Buy	30,399 +7,117	+31%	+$413K	0.3%	92
2024 Q4	$1.24M	Buy	23,282 +2,913	+14%	+$156K	0.25%	102
2024 Q3	$1.29M	Buy	20,369 +1,800	+10%	+$114K	0.36%	69
2024 Q2	$981K	Buy	+18,569	New	+$981K	0.31%	79