RIA
STOR

Regal Investment Advisors’s STORE Capital Corporation STOR Stock Holding History

Regal Investment Advisors’s Portfolio STOR Stock Details STOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-22,416
Closed -$719K – 560
2022
Q4 		$719K Sell
22,416
-1,945
-8% -$61.7K 0.07% 224
2022
Q3 		$763K Sell
24,361
-3,033
-11% -$86.2K 0.08% 209
2022
Q2 		$714K Sell
27,394
-601
-2% -$16.6K 0.07% 230
2022
Q1 		$818K Sell
27,995
-529
-2% -$16.3K 0.08% 244
2021
Q4 		$981K Buy
28,524
+52
+0.2% +$1.77K 0.09% 246
2021
Q3 		$912K Buy
28,472
+2,270
+9% +$80.4K 0.09% 244
2021
Q2 		$904K Buy
+26,202
New +$912K 0.09% 241
2021
Q1 		– Sell
-26,670
Closed -$906K – 464
2020
Q4 		$906K Buy
+26,670
New +$810K 0.1% 192
2020
Q3 		– Sell
-27,059
Closed -$644K – 324
2020
Q2 		$644K Buy
+27,059
New +$541K 0.12% 161
2020
Q1 		– Sell
-25,961
Closed -$967K – 331
2019
Q4 		$967K Buy
25,961
+40
+0.2% +$1.55K 0.17% 132
2019
Q3 		$970K Buy
+25,921
New +$928K 0.19% 135
2019
Q2 		– Hold
0
– – – 147
2019
Q1 		– Hold
0
– – – 143
2018
Q4 		– Hold
0
– – – 211
2018
Q3 		– Hold
0
– – – 226

Other funds holding STOR

VF
VitalStone Financial Shavano Park, Texas $147M AUM 27.84% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Regal Investment Advisors's STOR Position: Q1 2023 in Review

Regal Investment Advisors sold out of STORE Capital Corporation (STOR) in Q1 2023, closing a stake of 22,416 shares — an estimated $719K sold.

Regal Investment Advisors first reported a position in STOR in Q3 2019 and held it in 11 quarters. The position peaked at $981K in Q4 2021. 5 funds tracked by Wall St. Rank hold STOR as of Q1 2023.

  • Regal Investment Advisors reported no remaining STORE Capital Corporation position as of Q1 2023 after selling out during the quarter.
  • Regal Investment Advisors sold 22,416 STORE Capital Corporation shares in Q1 2023, an estimated $719K.
  • Regal Investment Advisors first reported a position in STORE Capital Corporation in Q3 2019 and held it in 11 quarters.
  • Regal Investment Advisors's STORE Capital Corporation position peaked at $981K in Q4 2021.
  • 5 funds tracked by Wall St. Rank held STORE Capital Corporation as of Q1 2023.

Based on Regal Investment Advisors's 13F filing for Q1 2023, filed 11 May 2023.