Tiemann Investment Advisors’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 | $374K | Sell |
6,486
-688
| -10% | -$39.6K | 0.15% | 119 |
|
|
2025
Q1 | $416K | Sell |
7,174
-1,873
| -21% | -$109K | 0.19% | 101 |
|
|
2024
Q4 | $483K | Sell |
9,047
-213
| -2% | -$11.4K | 0.21% | 89 |
|
|
2024
Q3 | $587K | Sell |
9,260
-322
| -3% | -$20.4K | 0.25% | 77 |
|
|
2024
Q2 | $506K | Buy |
9,582
+278
| +3% | +$14.7K | 0.23% | 90 |
|
|
2024
Q1 | $503K | Sell |
9,304
-818
| -8% | -$44.3K | 0.23% | 93 |
|
|
2023
Q4 | $581K | Sell |
10,122
-5,547
| -35% | -$319K | 0.28% | 77 |
|
|
2023
Q3 | $783K | Sell |
15,669
-348
| -2% | -$17.4K | 0.42% | 55 |
|
|
2023
Q2 | $958K | Sell |
16,017
-2,053
| -11% | -$123K | 0.49% | 50 |
|
|
2023
Q1 | $1.14M | Sell |
18,070
-998
| -5% | -$63.2K | 0.63% | 40 |
|
|
2022
Q4 | $1.21M | Buy |
19,068
+217
| +1% | +$13.8K | 0.71% | 36 |
|
|
2022
Q3 | $1.1M | Buy |
18,851
+177
| +0.9% | +$10.3K | 0.71% | 36 |
|
|
2022
Q2 | $1.28M | Buy |
18,674
+1
| +0% | +$68 | 0.68% | 39 |
|
|
2022
Q1 | $1.29M | Buy |
18,673
+2
| +0% | +$139 | 0.6% | 45 |
|
|
2021
Q4 | $1.34M | Sell |
18,671
-2,066
| -10% | -$148K | 0.57% | 46 |
|
|
2021
Q3 | $1.3M | Sell |
20,737
-257
| -1% | -$16.1K | 0.62% | 41 |
|
|
2021
Q2 | $1.36M | Buy |
20,994
+2
| +0% | +$129 | 0.64% | 42 |
|
|
2021
Q1 | $1.29M | Sell |
20,992
-1,594
| -7% | -$98.1K | 0.64% | 39 |
|
|
2020
Q4 | $1.36M | Buy |
22,586
+18
| +0.1% | +$1.09K | 0.72% | 34 |
|
|
2020
Q3 | $1.33M | Sell |
22,568
-1,010
| -4% | -$59.5K | 0.82% | 30 |
|
|
2020
Q2 | $1.36M | Buy |
23,578
+32
| +0.1% | +$1.84K | 0.93% | 27 |
|
|
2020
Q1 | $1.14M | Buy |
23,546
+16
| +0.1% | +$773 | 0.99% | 26 |
|
|
2019
Q4 | $1.68M | Sell |
23,530
-980
| -4% | -$69.9K | 1.15% | 18 |
|
|
2019
Q3 | $1.82M | Hold |
24,510
| – | – | 1.32% | 15 |
|
|
2019
Q2 | $1.64M | Hold |
24,510
| – | – | 1.19% | 18 |
|
|
2019
Q1 | $1.75M | Hold |
24,510
| – | – | 1.33% | 13 |
|
|
2018
Q4 | $1.5M | Hold |
24,510
| – | – | 1.34% | 16 |
|
|
2018
Q3 | $1.35M | Sell |
24,510
-722
| -3% | -$39.8K | 1.03% | 27 |
|
|
2018
Q2 | $1.32M | Sell |
25,232
-929
| -4% | -$48.4K | 1.05% | 29 |
|
|
2018
Q1 | $1.31M | Hold |
26,161
| – | – | 1.06% | 27 |
|
|
2017
Q4 | $1.45M | Sell |
26,161
-1,342
| -5% | -$74.1K | 1.15% | 23 |
|
|
2017
Q3 | $1.52M | Sell |
27,503
-77
| -0.3% | -$4.27K | 1.29% | 18 |
|
|
2017
Q2 | $1.48M | Hold |
27,580
| – | – | 1.32% | 18 |
|
|
2017
Q1 | $1.59M | Sell |
27,580
-3,406
| -11% | -$196K | 1.47% | 14 |
|
|
2016
Q4 | $1.73M | Hold |
30,986
| – | – | 1.69% | 12 |
|
|
2016
Q3 | $2.01M | Sell |
30,986
-3,612
| -10% | -$234K | 1.84% | 9 |
|
|
2016
Q2 | $2.33M | Buy |
34,598
+3,318
| +11% | +$223K | 2.18% | 5 |
|
|
2016
Q1 | $1.9M | Hold |
31,280
| – | – | 1.87% | 10 |
|
|
2015
Q4 | $1.57M | Buy |
+31,280
| New | +$1.57M | 1.59% | 14 |
|