Capital Investment Counsel Inc’s Source Capital SOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $451K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $416K | Hold |
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|
2024
Q4 | $436K | Hold |
|
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|
2024
Q3 | $446K | Hold |
|
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|
2024
Q2 | $443K | Sell |
|
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|
2024
Q1 | $447K | Hold |
|
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|
2023
Q4 | $425K | Sell |
|
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|
2023
Q3 | $468K | Hold |
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|
2023
Q2 | $465K | Hold |
|
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|
2023
Q1 | $458K | Hold |
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|
2022
Q4 | $469K | Hold |
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|
2022
Q3 | $424K | Hold |
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|
2022
Q2 | $453K | Hold |
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|
2022
Q1 | $509K | Sell |
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|
2021
Q4 | $529K | Buy |
|