Hennion & Walsh Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Buy |
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|
2025
Q1 | $1.34M | Buy |
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|
2024
Q4 | $1.13M | Buy |
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|
2024
Q3 | $654K | Buy |
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|
2024
Q2 | $203K | Sell |
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|
2024
Q1 | $929K | Sell |
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|
2023
Q4 | $930K | Sell |
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|
2023
Q3 | $915K | Sell |
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|
2023
Q2 | $917K | Buy |
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|
2023
Q1 | $902K | Sell |
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|
2022
Q4 | $932K | Sell |
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|
2022
Q3 | $873K | Buy |
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|
2022
Q2 | $518K | Buy |
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