Lipe & Dalton’s South Bow Corp SOBO Stock Holding History

Lipe & Dalton’s Portfolio SOBO Stock Details SOBO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$245K	Sell	9,844 -230	-2%	-$8.1K	0.11%	70
2026 Q1	$241K	Hold	10,074	–	–	0.13%	70
2025 Q4	$202K	Sell	10,074 -155	-2%	-$4.21K	0.1%	75
2025 Q3	$208K	Sell	10,229 -40	-0.4%	-$1.09K	0.1%	74
2025 Q2	$195K	Sell	10,269 -218	-2%	-$5.55K	0.11%	74
2025 Q1	$186K	Sell	10,487 -44	-0.4%	-$1.1K	0.1%	77
2024 Q4	$173K	Buy	+10,531	New	+$258K	0.09%	80

Other funds holding SOBO

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

Steadtrust Allen, Texas $198M AUM 99.37% 1-Year Est. Return

SL Advisors Westfield, New Jersey $57.2M AUM 12.92% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Manitou Investment Management Toronto, Ontario, Canada $538M AUM 13.79% 1-Year Est. Return

Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return