Financial Advocates Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
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|
2021
Q3 | $649K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $213K | Sell |
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|
2020
Q2 | $233K | Sell |
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|
2020
Q1 | $223K | Hold |
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|
2019
Q4 | $282K | Sell |
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|
2019
Q3 | $288K | Sell |
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|
2019
Q2 | $292K | Buy |
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|
2019
Q1 | $283K | Sell |
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|
2018
Q4 | $259K | Hold |
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|
2018
Q3 | $320K | Buy |
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|
2018
Q2 | $270K | Buy |
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|
2018
Q1 | $268K | Buy |
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|
2017
Q4 | $201K | Buy |
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