LSAG
SOR

Lake Street Advisors Group’s Source Capital SOR Stock Holding History

Lake Street Advisors Group’s Portfolio SOR Stock Details SOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		$712K Buy
15,426
+511
+3% +$23.6K 0.03% 271
2024
Q3 		$664K Buy
14,915
+5,495
+58% +$245K 0.03% 279
2024
Q2 		$417K Buy
+9,420
New +$417K 0.02% 361