Baltimore-Washington Financial Advisors’s Source Capital SOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $693K | Hold |
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|
2025
Q4 | $684K | Sell |
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|
2025
Q3 | $808K | Buy |
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|
2025
Q2 | $648K | Hold |
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|
2025
Q1 | $621K | Hold |
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|
2024
Q4 | $650K | Hold |
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|
2024
Q3 | $666K | Hold |
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|
2024
Q2 | $662K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $604K | Hold |
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|
2023
Q3 | $577K | Buy |
|