Lazard 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 | $47K | Hold |
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|
2025
Q1 | $45K | Hold |
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|
2024
Q4 | $47K | Hold |
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|
2024
Q3 | $48K | Hold |
|
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|
2024
Q2 | $48K | Hold |
|
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|
2024
Q1 | $46K | Hold |
|
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|
2023
Q4 | $43K | Hold |
|
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|
2023
Q3 | $41K | Hold |
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|
2023
Q2 | $41K | Hold |
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|
2023
Q1 | $41K | Hold |
|
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|
2022
Q4 | $42K | Hold |
|
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|
2022
Q3 | $38K | Hold |
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|
2022
Q2 | $40K | Hold |
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|
2022
Q1 | $45K | Sell |
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|
2021
Q4 | $53K | Hold |
|
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|
2021
Q3 | $54K | Hold |
|
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|
2021
Q2 | $55K | Hold |
|
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|
2021
Q1 | $53K | Hold |
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|
2020
Q4 | $48K | Hold |
|
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|
2020
Q3 | $45K | Hold |
|
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|
2020
Q2 | $40K | Hold |
|
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|
2020
Q1 | $37K | Hold |
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|
2019
Q4 | $47K | Buy |
|