First Foundation 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
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|
2016
Q1 | $555K | Sell |
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|
2015
Q4 | $1.04M | Sell |
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|
2015
Q3 | $1.09M | Buy |
|
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|
2015
Q2 | $994K | Buy |
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|
2015
Q1 | $953K | Buy |
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|
2014
Q4 | $867K | Buy |
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|
2014
Q3 | $708K | Buy |
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|
2014
Q2 | $614K | Buy |
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|
2014
Q1 | $602K | Sell |
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|
2013
Q4 | $605K | Sell |
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|
2013
Q3 | $626K | Sell |
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|
2013
Q2 | $639K | Buy |
|