Mather Group’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
$10.5K Buy
2025
Q2
Sell
2025
Q1
$7.21K Hold
2024
Q4
$7.56K Hold
2024
Q3
$7.74K Hold
2024
Q2
$7.39K Hold
2024
Q1
$7.02K Buy