Chemistry Wealth Management’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 | $1.13M | Sell |
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|
2025
Q2 | $2.12M | Sell |
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|
2025
Q1 | $2.19M | Sell |
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|
2024
Q4 | $2.5M | Sell |
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|
2024
Q3 | $2.77M | Sell |
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|
2024
Q2 | $3.49M | Sell |
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|
2024
Q1 | $4.32M | Sell |
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|
2023
Q4 | $5.29M | Sell |
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|
2023
Q3 | $6.25M | Sell |
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|
2023
Q2 | $7.5M | Sell |
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|
2023
Q1 | $9.24M | Sell |
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|
2022
Q4 | $11.5M | Sell |
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|
2022
Q3 | $10.8M | Sell |
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|
2022
Q2 | $11.6M | Sell |
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|
2022
Q1 | $13.2M | Buy |
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