Private Advisor 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
Q2
$315K Sell
2025
Q1
$311K Sell
2024
Q4
$377K Sell
2024
Q3
$415K Buy
2024
Q2
$398K Sell
2024
Q1
$417K Buy
2020
Q3
Sell
2020
Q2
$2K Buy
2016
Q2
Sell
2016
Q1
$235K Buy