MCM
SOR

MAI Capital Management’s Source Capital SOR Stock Holding History

MAI Capital Management’s Portfolio SOR Stock Details SOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$22.1K Hold
510
– – ﹤0.01% 2164
2025
Q1 		$21.2K Hold
510
– – ﹤0.01% 2023
2024
Q4 		$22.2K Buy
+510
New +$22.2K ﹤0.01% 2045