Cornerstone 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $735K | Buy |
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|
2025
Q1 | $120K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $2.64M | Buy |
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|
2020
Q1 | $2.09M | Sell |
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|
2019
Q4 | $5.08M | Buy |
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|
2019
Q1 | $3.46M | Buy |
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|
2018
Q4 | $2.07M | Sell |
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|
2018
Q3 | $2.98M | Buy |
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|
2018
Q2 | $2.27M | Buy |
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|
2018
Q1 | $2.1M | Sell |
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|
2017
Q4 | $2.29M | Sell |
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|
2017
Q3 | $2.57M | Buy |
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|
2017
Q2 | $2.44M | Buy |
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|
2017
Q1 | $1.88M | Buy |
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|
2016
Q4 | $1.04M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $1.43M | Buy |
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|
2014
Q4 | $1.15M | Buy |
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|
2014
Q3 | $725K | Buy |
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