HighTower 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $202K | Sell |
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|
2021
Q4 | $222K | Sell |
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|
2021
Q3 | $282K | Sell |
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|
2021
Q2 | $374K | Sell |
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|
2021
Q1 | $768K | Buy |
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|
2020
Q4 | $678K | Sell |
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|
2020
Q3 | $833K | Sell |
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|
2020
Q2 | $850K | Sell |
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|
2020
Q1 | $905K | Sell |
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|
2019
Q4 | $1.2M | Sell |
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|
2019
Q3 | $2.1M | Sell |
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|
2019
Q2 | $2.38M | Sell |
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|
2019
Q1 | $2.4M | Buy |
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|
2018
Q4 | $1.98M | Buy |
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|
2018
Q3 | $1.85M | Buy |
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|
2018
Q2 | $1.78M | Buy |
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|
2018
Q1 | $1.66M | Buy |
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|
2017
Q4 | $1.55M | Buy |
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|
2017
Q3 | $863K | Buy |
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|
2017
Q2 | $653K | Buy |
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|
2017
Q1 | $472K | Buy |
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|
2016
Q4 | $300K | Buy |
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