SWA
STOR

Stratos Wealth Advisors’s STORE Capital Corporation STOR Stock Holding History

Stratos Wealth 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
-8,507
Closed -$273K – 644
2022
Q4 		$273K Sell
8,507
-1,417
-14% -$45K 0.02% 488
2022
Q3 		$311K Sell
9,924
-1,844
-16% -$52.4K 0.03% 418
2022
Q2 		$307K Hold
11,768
– – 0.03% 434
2022
Q1 		$344K Sell
11,768
-4,248
-27% -$131K 0.03% 433
2021
Q4 		$551K Buy
16,016
+1
+0% +$34 0.04% 377
2021
Q3 		$513K Buy
16,015
+658
+4% +$23.3K 0.04% 350
2021
Q2 		$530K Buy
15,357
+5,180
+51% +$180K 0.05% 350
2021
Q1 		$341K Buy
10,177
+725
+8% +$23.6K 0.04% 373
2020
Q4 		$321K Buy
9,452
+100
+1% +$3.04K 0.04% 308
2020
Q3 		$257K Buy
+9,352
New +$238K 0.06% 270

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