NWF Advisory Services’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
$832K Sell
19,196
-3,703
-16% -$161K 0.1% 146
2025
Q1
$951K Buy
+22,899
New +$951K 0.13% 110