Mesirow Financial Investment Management’s Source Capital SOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.35M | Sell |
77,195
-340
| -0.4% | -$14.7K | 0.07% | 157 |
|
|
2025
Q1 | $3.22M | Buy |
77,535
+462
| +0.6% | +$19.2K | 0.06% | 161 |
|
|
2024
Q4 | $3.35M | Buy |
77,073
+630
| +0.8% | +$27.4K | 0.07% | 160 |
|
|
2024
Q3 | $3.4M | Buy |
76,443
+631
| +0.8% | +$28.1K | 0.07% | 155 |
|
|
2024
Q2 | $3.36M | Buy |
75,812
+640
| +0.9% | +$28.3K | 0.08% | 148 |
|
|
2024
Q1 | $3.19M | Buy |
75,172
+658
| +0.9% | +$28K | 0.07% | 153 |
|
|
2023
Q4 | $3.01M | Buy |
+74,514
| New | +$3.01M | 0.11% | 122 |
|