HL Financial Services’s Source Capital SOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
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|
2017
Q2 | $596K | Buy |
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|
2017
Q1 | $208K | Sell |
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|
2016
Q4 | $229K | Sell |
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|
2016
Q3 | $239K | Hold |
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|
2016
Q2 | $240K | Hold |
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|
2016
Q1 | $232K | Sell |
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|
2015
Q4 | $721K | Buy |
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|
2015
Q3 | $688K | Hold |
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|
2015
Q2 | $739K | Hold |
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|
2015
Q1 | $745K | Buy |
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|
2014
Q4 | $713K | Hold |
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|
2014
Q3 | $649K | Sell |
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|
2014
Q2 | $712K | Buy |
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|
2014
Q1 | $686K | Hold |
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|
2013
Q4 | $670K | Sell |
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|
2013
Q3 | $657K | Sell |
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|
2013
Q2 | $659K | Buy |
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