Loudon Investment Management’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 | $1.51M | Buy |
26,170
+10
| +0% | +$576 | 0.83% | 37 |
|
|
2025
Q1 | $1.52M | Buy |
26,160
+4,180
| +19% | +$242K | 0.87% | 35 |
|
|
2024
Q4 | $1.17M | Buy |
21,980
+7,110
| +48% | +$380K | 0.67% | 42 |
|
|
2024
Q3 | $943K | Buy |
14,870
+700
| +5% | +$44.4K | 0.52% | 47 |
|
|
2024
Q2 | $748K | Buy |
14,170
+500
| +4% | +$26.4K | 0.44% | 50 |
|
|
2024
Q1 | $740K | Buy |
13,670
+400
| +3% | +$21.6K | 0.42% | 52 |
|
|
2023
Q4 | $762K | Buy |
13,270
+5,590
| +73% | +$321K | 0.47% | 52 |
|
|
2023
Q3 | $384K | Sell |
7,680
-375
| -5% | -$18.7K | 0.26% | 74 |
|
|
2023
Q2 | $482K | Sell |
8,055
-1,550
| -16% | -$92.7K | 0.32% | 67 |
|
|
2023
Q1 | $608K | Hold |
9,605
| – | – | 0.42% | 63 |
|
|
2022
Q4 | $609K | Buy |
9,605
+309
| +3% | +$19.6K | 0.44% | 61 |
|
|
2022
Q3 | $541K | Sell |
9,296
-1,600
| -15% | -$93.1K | 0.43% | 61 |
|
|
2022
Q2 | $744K | Hold |
10,896
| – | – | 0.56% | 53 |
|
|
2022
Q1 | $755K | Sell |
10,896
-30
| -0.3% | -$2.08K | 0.5% | 53 |
|
|
2021
Q4 | $782K | Sell |
10,926
-45
| -0.4% | -$3.22K | 0.5% | 54 |
|
|
2021
Q3 | $690K | Buy |
10,971
+3,085
| +39% | +$194K | 0.49% | 56 |
|
|
2021
Q2 | $510K | Buy |
+7,886
| New | +$510K | 0.35% | 59 |
|