Rogers-Windsor Ramona Lynn
Rogers-Windsor Ramona Lynn's purchase track record
How the stock did after each of Rogers-Windsor Ramona Lynn's open-market purchases, measured from the purchase date. Several fills within a week count as one purchase.
| Purchase | Stock | Amount | 3 months | 6 months | S&P 500, 6 mo. |
|---|---|---|---|---|---|
| 6/30/2026 | CSWC | $5K | -1.1% | pending | — |
| 6/1/2026 | CSWC | $5K | +11.8% | pending | — |
| 10/1/2025 | CSWC | $10K | +5.3% | +7.2% | -2.0% |
| 6/23/2025 | CSWC | $10K | +10.2% | +7.3% | +14.2% |
| 3/26/2025 | CSWC | $10K | -2.6% | +5.6% | +16.2% |
| 12/12/2024 | CSWC | $6K | -0.6% | +1.1% | -0.1% |
| 11/7/2024 | CSWC | $12K | +1.0% | -8.8% | -5.2% |
| 9/16/2024 | CSWC | $6K | -12.3% | -8.1% | +0.8% |
| 6/28/2024 | CSWC | $5K | +0.3% | -12.7% | +9.3% |
| 5/23/2024 | CSWC | $13K | -0.4% | -4.8% | +12.9% |
| 5/6/2024 | PSF | $3K | +2.6% | +9.3% | +10.3% |
| 5/6/2024 | RQI | $3K | +10.2% | +22.8% | +10.3% |
| 5/6/2024 | RLTY | $3K | +11.5% | +23.1% | +10.3% |
| 5/6/2024 | FOF | $5K | +2.6% | +12.9% | +10.3% |
| 12/21/2023 | CSWC | $12K | +6.7% | +14.1% | +15.3% |
| 11/2/2023 | CSWC | $11K | +15.6% | +25.8% | +17.3% |
| 10/11/2023 | UTF | $5K | +15.3% | +20.1% | +17.9% |
| 10/11/2023 | PTA | $2K | +11.2% | +15.2% | +17.9% |
| 7/6/2023 | RFI | $2K | -10.7% | +7.2% | +6.3% |
| 7/6/2023 | PTA | $2K | +2.8% | +11.9% | +6.3% |
Computed by MarketWall from SEC Form 4 filings and daily closing prices (close on the purchase date to the close about 3 and 6 months later). Companies that have since delisted are not included. Past results, not investment advice.
Associated companies
Synthesized from recent news and fundamentals/technical data -- not human analyst commentary or trader sentiment.
October 13, 2026
RQI Yield Comparison: 10% Payout vs. Treasury Rates. Recent analysis highlights that RQI's 10% yield may not sufficiently offset risks compared to risk-free Treasury yields. This discussion occurs as the broader REIT sector attempts to reverse its recent slide. The fund's valuation remains low, with a trailing P/E of 6.9, reflecting current market sentiment on high-yield real estate income.
Synthesized from recent news and fundamentals/technical data -- not human analyst commentary or trader sentiment.
September 25, 2026
FOF Announces Distributions for Oct-Dec 2026. Cohen & Steers Closed-End Opportunity Fund reported that it will make distributions for October, November and December 2026. The announcement provides details on upcoming cash payouts to shareholders. The fund is currently trading near its 52-week low with a low RSI, indicating limited price momentum.
Synthesized from recent news and fundamentals/technical data -- not human analyst commentary or trader sentiment.
September 25, 2026
PSF Announces 2026 Distribution for October, November, December. The fund announced that it will pay distributions for October, November, and December 2026. This adds to the fund’s income stream and may influence trading activity. The distribution announcement is the main news for the symbol this week.
Synthesized from recent news and fundamentals/technical data -- not human analyst commentary or trader sentiment.
September 25, 2026
Cohen & Steers declares Q4 2026 distributions for PTA. Cohen & Steers announced the distribution schedule for its closed-end funds, including PTA, covering October through December 2026. This routine announcement confirms the fund's ongoing income payments to shareholders. The news provides standard operational context for the security, which is currently trading near its 52-week low.
Synthesized from recent news and fundamentals/technical data -- not human analyst commentary or trader sentiment.
October 16, 2026
REITs show signs of stabilizing as sector valuations remain low. Recent commentary suggests the Real Estate Investment Trust sector is halting its recent decline, with analysts noting that high-yield REIT funds offer attractive valuations for income-focused investors. For Cohen & Steers Total Return Realty Fund, this broader sector sentiment provides context for its current trading levels. The fund is currently trading near its support zone, which aligns with the narrative of a sector attempting to find a floor after a period of weakness.
Synthesized from recent news and fundamentals/technical data -- not human analyst commentary or trader sentiment.
October 15, 2026
REIT sector shows signs of stabilizing after recent decline. Recent market commentary suggests the REIT sector is halting its downward trend, with analysts noting that high-yield REIT funds may offer attractive income opportunities. This broader sector sentiment provides context for RNP, which is currently trading near its support level of $20.41. The fund's low trailing P/E of 7.8 reflects the current valuation environment for income-focused real estate assets.
Transaction History
| CSWC | ▲ Buy | Grant | 1,989 | $0 | 8/10/2026 | View on chart |
| RQI | ▲ Buy | Grant | 425 | $5K | 7/15/2026 | View on chart |
| CSWC | ▲ Buy | Open Market | 211 | $5K | 6/30/2026 | View on chart |
| CSWC | ▲ Buy | Open Market | 213 | $5K | 6/1/2026 | View on chart |
| UTF | ▲ Buy | Grant | 150 | $4K | 10/16/2025 | View on chart |
| CSWC | ▲ Buy | Open Market | 463 | $10K | 10/1/2025 | View on chart |
| CSWC | ▲ Buy | Grant | 2,193 | $0 | 8/12/2025 | View on chart |
| CSWC | ▲ Buy | Open Market | 471 | $10K | 6/23/2025 | View on chart |
| CSWC | ▲ Buy | Open Market | 450 | $10K | 3/26/2025 | View on chart |
| CSWC | ▲ Buy | Open Market | 250 | $6K | 12/12/2024 | View on chart |
| CSWC | ▲ Buy | Open Market | 500 | $12K | 11/7/2024 | View on chart |
| CSWC | ▲ Buy | Open Market | 250 | $6K | 9/16/2024 | View on chart |
| CSWC | ▲ Buy | Grant | 2,090 | $0 | 8/9/2024 | View on chart |
| CSWC | ▲ Buy | Open Market | 200 | $5K | 6/28/2024 | View on chart |
| CSWC | ▲ Buy | Open Market | 500 | $13K | 5/23/2024 | View on chart |
| FOF | ▲ Buy | Open Market | 426 | $5K | 5/6/2024 | View on chart |
| RLTY | ▲ Buy | Open Market | 220 | $3K | 5/6/2024 | View on chart |
| RQI | ▲ Buy | Open Market | 267 | $3K | 5/6/2024 | View on chart |
| PSF | ▲ Buy | Open Market | 154 | $3K | 5/6/2024 | View on chart |
| CSWC | ▲ Buy | Open Market | 500 | $12K | 12/21/2023 | View on chart |
| CSWC | ▲ Buy | Open Market | 500 | $11K | 11/2/2023 | View on chart |
| UTF | ▲ Buy | Open Market | 253 | $5K | 10/11/2023 | View on chart |
| PTA | ▲ Buy | Open Market | 115 | $2K | 10/11/2023 | View on chart |
| CSWC | ▲ Buy | Grant | 2,240 | $0 | 8/10/2023 | View on chart |
| LDP | ▲ Buy | Open Market | 125 | $2K | 7/6/2023 | View on chart |
| PSF | ▲ Buy | Open Market | 125 | $2K | 7/6/2023 | View on chart |
| PTA | ▲ Buy | Open Market | 125 | $2K | 7/6/2023 | View on chart |
| RFI | ▲ Buy | Open Market | 175 | $2K | 7/6/2023 | View on chart |
| RNP | ▲ Buy | Open Market | 125 | $2K | 7/6/2023 | View on chart |
| CSWC | ▲ Buy | Open Market | 500 | $10K | 2/6/2023 | View on chart |
| CSWC | ▲ Buy | Open Market | 500 | $9K | 11/4/2022 | View on chart |
| FOF | ▲ Buy | Open Market | 200 | $2K | 10/4/2022 | View on chart |
| RLTY | ▲ Buy | Open Market | 150 | $2K | 10/4/2022 | View on chart |
| RQI | ▲ Buy | Open Market | 150 | $2K | 10/4/2022 | View on chart |
| UTF | ▲ Buy | Open Market | 85 | $2K | 10/4/2022 | View on chart |
| RFI | ▲ Buy | Open Market | 150 | $2K | 10/4/2022 | View on chart |
| RNP | ▲ Buy | Open Market | 100 | $2K | 10/4/2022 | View on chart |
| CSWC | ▲ Buy | Grant | 2,421 | $0 | 8/10/2022 | View on chart |
| FOF | ▲ Buy | Open Market | 100 | $1K | 6/30/2022 | View on chart |
| RLTY | ▲ Buy | Open Market | 100 | $2K | 6/30/2022 | View on chart |
| RQI | ▲ Buy | Open Market | 100 | $1K | 6/30/2022 | View on chart |
| UTF | ▲ Buy | Open Market | 100 | $3K | 6/30/2022 | View on chart |
| LDP | ▲ Buy | Open Market | 100 | $2K | 6/30/2022 | View on chart |
| RNP | ▲ Buy | Open Market | 100 | $2K | 6/30/2022 | View on chart |
| CSWC | ▲ Buy | Open Market | 850 | $16K | 6/22/2022 | View on chart |
| FOF | ▲ Buy | Open Market | 100 | $1K | 4/6/2022 | View on chart |
| RLTY | ▲ Buy | Open Market | 250 | $5K | 4/6/2022 | View on chart |
| PSF | ▲ Buy | Open Market | 100 | $2K | 4/6/2022 | View on chart |
| CSWC | ▲ Buy | Open Market | 750 | $18K | 3/30/2022 | View on chart |
| CSWC | ▲ Buy | Open Market | 800 | $20K | 12/29/2021 | View on chart |
| RQI | ▲ Buy | Open Market | 120 | $2K | 12/17/2021 | View on chart |
| UTF | ▲ Buy | Open Market | 100 | $3K | 12/17/2021 | View on chart |
| LDP | ▲ Buy | Open Market | 75 | $2K | 12/17/2021 | View on chart |
| PSF | ▲ Buy | Open Market | 185 | $5K | 12/17/2021 | View on chart |
| PTA | ▲ Buy | Open Market | 100 | $2K | 12/17/2021 | View on chart |
| RFI | ▲ Buy | Open Market | 120 | $2K | 12/17/2021 | View on chart |
| RNP | ▲ Buy | Open Market | 75 | $2K | 12/17/2021 | View on chart |
| CSWC | ▲ Buy | Open Market | 800 | $20K | 9/30/2021 | View on chart |
| CSWC | ▲ Buy | Open Market | 200 | $5K | 8/16/2021 | View on chart |
| CSWC | ▲ Buy | Open Market | 650 | $15K | 6/30/2021 | View on chart |
AI Market Commentary
AI-generatedAll commentary →Synthesized from recent news and fundamentals/technical data -- not human analyst commentary or trader sentiment.
October 14, 2026
Capital Southwest (CSWC) dividend focus as UBS lifts target
Capital Southwest reported a dividend yield above 10%, keeping it in recent dividend‑stock round‑ups. UBS kept its rating neutral but raised its price target to $24, reflecting optimism despite a neutral stance. The stock trades near its long‑term support level around $22.9, with a trailing P/E of 13.6.
Capital Southwest (CSWC) dividend focus as UBS lifts target. Capital Southwest reported a dividend yield above 10%, keeping it in recent dividend‑stock round‑ups. UBS kept its rating neutral but raised its price target to $24, reflecting optimism despite a neutral stance. The stock trades near its long‑term support level around $22.9, with a trailing P/E of 13.6.