DWM
SOR

DKM Wealth Management’s Source Capital SOR Stock Holding History

DKM Wealth Management’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
Q2 		$12.2M Buy
281,443
+5,533
+2% +$240K 10.52% 3
2025
Q1 		$11.5M Buy
275,910
+1,576
+0.6% +$65.4K 11.11% 3
2024
Q4 		$11.9M Buy
+274,334
New +$11.9M 11.31% 3