CSP
SOR

Cary Street Partners’s Source Capital SOR Stock Holding History

Cary Street Partners’s Portfolio SOR Stock Details SOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5,556
Closed -$242K – 899
2024
Q4 		$242K Buy
+5,556
New +$242K 0.01% 668