NewEdge Advisors’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 | $305K | Sell |
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|
2025
Q1 | $300K | Hold |
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|
2024
Q4 | $315K | Buy |
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|
2024
Q3 | $313K | Sell |
|
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|
2024
Q2 | $332K | Buy |
|
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|
2024
Q1 | $307K | Buy |
|
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|
2023
Q4 | $268K | Buy |
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|
2023
Q3 | $236K | Buy |
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|
2023
Q2 | $29.8K | Buy |
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|
2023
Q1 | $29.3K | Sell |
|
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|
2022
Q4 | $175K | Buy |
|