Van Hulzen Asset 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
Q2 | $1.06M | Buy |
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|
2025
Q1 | $889K | Sell |
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|
2024
Q4 | $824K | Sell |
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|
2024
Q3 | $2.8M | Buy |
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|
2024
Q2 | $577K | Sell |
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|
2024
Q1 | $630K | Buy |
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|
2023
Q4 | $599K | Buy |
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|
2023
Q3 | $498K | Sell |
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|
2023
Q2 | $651K | Sell |
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|
2023
Q1 | $740K | Buy |
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|
2022
Q4 | $594K | Sell |
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|
2022
Q3 | $562K | Sell |
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|
2022
Q2 | $663K | Buy |
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|
2022
Q1 | $669K | Buy |
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|
2021
Q4 | $584K | Sell |
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|
2021
Q3 | $574K | Sell |
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|
2021
Q2 | $757K | Sell |
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|
2021
Q1 | $864K | Buy |
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|
2020
Q4 | $547K | Buy |
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|
2020
Q3 | $510K | Sell |
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|
2020
Q2 | $601K | Sell |
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|
2020
Q1 | $558K | Hold |
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|
2019
Q4 | $825K | Sell |
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|
2019
Q3 | $985K | Sell |
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|
2019
Q2 | $886K | Sell |
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|
2019
Q1 | $982K | Sell |
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|
2018
Q4 | $5.51M | Sell |
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|
2018
Q3 | $7.94M | Buy |
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|
2018
Q2 | $6.96M | Buy |
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|
2018
Q1 | $385K | Sell |
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|
2017
Q4 | $458K | Buy |
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|
2017
Q3 | $426K | Hold |
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|
2017
Q2 | $411K | Hold |
|
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|
2017
Q1 | $443K | Hold |
|
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|
2016
Q4 | $428K | Hold |
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|
2016
Q3 | $499K | Hold |
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|
2016
Q2 | $517K | Hold |
|
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|
2016
Q1 | $466K | Hold |
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|
2015
Q4 | $385K | Hold |
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|
2015
Q3 | $353K | Hold |
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|
2015
Q2 | $331K | Hold |
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|
2015
Q1 | $384K | Sell |
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|
2014
Q4 | $368K | Sell |
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|
2014
Q3 | $518K | Buy |
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|
2014
Q2 | $564K | Buy |
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|
2014
Q1 | $519K | Buy |
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|
2013
Q4 | $474K | Buy |
|