Shelton Capital 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 | – | Sell |
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|
2025
Q2 | $279K | Sell |
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|
2025
Q1 | $286K | Hold |
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|
2024
Q4 | $263K | Buy |
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|
2024
Q3 | $222K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $201K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $209K | Sell |
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|
2023
Q1 | $228K | Buy |
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|
2022
Q4 | $222K | Sell |
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|
2022
Q3 | $209K | Hold |
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|
2022
Q2 | $246K | Hold |
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|
2022
Q1 | $249K | Sell |
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|
2021
Q4 | $261K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $4.73M | Sell |
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|
2020
Q2 | $5.09M | Sell |
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|
2020
Q1 | $4.52M | Sell |
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|
2019
Q4 | $7.41M | Buy |
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|
2019
Q3 | $7.03M | Buy |
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|
2019
Q2 | $1.06M | Buy |
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|
2019
Q1 | $6.59K | Sell |
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|
2018
Q4 | $359K | Hold |
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|
2018
Q3 | $324K | Sell |
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|
2018
Q2 | $319K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $209K | Sell |
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|
2017
Q1 | $370K | Sell |
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|
2016
Q4 | $1.66M | Buy |
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|
2016
Q3 | $1.13M | Buy |
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|
2016
Q2 | $651K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $1.18M | Sell |
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|
2014
Q4 | $1.12M | Sell |
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|
2014
Q3 | $991K | Buy |
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|
2014
Q2 | $958K | Hold |
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|
2014
Q1 | $882K | Hold |
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|
2013
Q4 | $806K | Hold |
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|
2013
Q3 | $858K | Hold |
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|
2013
Q2 | $905K | Buy |
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