Aull & Monroe Investment Management’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $284K | Buy |
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|
2025
Q2 | $268K | Hold |
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|
2025
Q1 | $270K | Buy |
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|
2024
Q4 | $224K | Hold |
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|
2024
Q3 | $266K | Hold |
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|
2024
Q2 | $222K | Hold |
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|
2024
Q1 | $227K | Hold |
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|
2023
Q4 | $241K | Hold |
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|
2023
Q3 | $210K | Hold |
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|
2023
Q2 | $251K | Hold |
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|
2023
Q1 | $266K | Hold |
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|
2022
Q4 | $266K | Sell |
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|
2022
Q3 | $314K | Hold |
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|
2022
Q2 | $369K | Hold |
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|
2022
Q1 | $374K | Hold |
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|
2021
Q4 | $387K | Sell |
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|
2021
Q3 | $363K | Hold |
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|
2021
Q2 | $374K | Hold |
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|
2021
Q1 | $355K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $340K | Hold |
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|
2020
Q2 | $333K | Hold |
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|
2020
Q1 | $279K | Hold |
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|
2019
Q4 | $412K | Hold |
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|
2019
Q3 | $429K | Buy |
|
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $412K | Hold |
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|
2018
Q4 | $353K | Hold |
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|
2018
Q3 | $318K | Hold |
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|
2018
Q2 | $301K | Hold |
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|
2018
Q1 | $290K | Buy |
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|
2017
Q4 | $251K | Hold |
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|
2017
Q3 | $252K | Hold |
|
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|
2017
Q2 | $243K | Hold |
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|
2017
Q1 | $262K | Hold |
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|
2016
Q4 | $253K | Hold |
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|
2016
Q3 | $294K | Hold |
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|
2016
Q2 | $305K | Hold |
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|
2016
Q1 | $275K | Hold |
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|
2015
Q4 | $227K | Hold |
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|
2015
Q3 | $208K | Hold |
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|
2015
Q2 | $212K | Hold |
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|
2015
Q1 | $227K | Hold |
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|
2014
Q4 | $210K | Buy |
|