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Trek Financial’s Realty Income O Stock Holding History

Trek Financial’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 		$204K Buy
+3,544
New +$204K 0.01% 398
2024
Q4 		– Sell
-3,243
Closed -$206K – 449
2024
Q3 		$206K Buy
+3,243
New +$206K 0.02% 376