Janney Montgomery Scott’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
Q3 | $303K | Buy |
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|
2025
Q2 | $256K | Hold |
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|
2025
Q1 | $245K | Hold |
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|
2024
Q4 | $257K | Buy |
|
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|
2024
Q3 | $263K | Buy |
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|
2024
Q2 | $239K | Sell |
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|
2024
Q1 | $235K | Sell |
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|
2023
Q4 | $240K | Buy |
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|
2023
Q3 | $228K | Buy |
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|
2023
Q2 | $227K | Sell |
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|
2023
Q1 | $231K | Buy |
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|
2022
Q4 | $236K | Buy |
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|
2022
Q3 | $213K | Buy |
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|
2022
Q2 | $225K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $252K | Sell |
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|
2021
Q3 | $298K | Buy |
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|
2021
Q2 | $281K | Buy |
|