GJWM
SOR

Gilliland Jeter Wealth Management’s Source Capital SOR Stock Holding History

Gilliland Jeter Wealth Management’s Portfolio SOR Stock Details SOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-172
Closed -$7.66K – 568
2024
Q3 		$7.66K Hold
172
– – ﹤0.01% 477
2024
Q2 		$7.61K Hold
172
– – ﹤0.01% 466
2024
Q1 		$7.31K Buy
+172
New +$7.02K ﹤0.01% 461

Other funds holding SOR

DWM
DKM Wealth Management Stockton, California $139M AUM 18.91% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HC
Hara Capital Bellevue, Washington $200M AUM 49.32% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AIM
Anchor Investment Management Columbia, South Carolina $1.2B AUM 17.33% 1-Year Est. Return

Gilliland Jeter Wealth Management's SOR Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Source Capital (SOR) in Q4 2024, closing a stake of 172 shares — an estimated $7.66K sold.

Gilliland Jeter Wealth Management first reported a position in SOR in Q1 2024 and held it in 3 quarters. The position peaked at $7.66K in Q3 2024. 54 funds tracked by Wall St. Rank hold SOR as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining Source Capital position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 172 Source Capital shares in Q4 2024, an estimated $7.66K.
  • Gilliland Jeter Wealth Management first reported a position in Source Capital in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's Source Capital position peaked at $7.66K in Q3 2024.
  • 54 funds tracked by Wall St. Rank held Source Capital as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.