Raymond James Financial Services 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $228K | Buy |
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|
2024
Q2 | $201K | Sell |
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|
2024
Q1 | $203K | Sell |
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|
2023
Q4 | $258K | Sell |
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|
2023
Q3 | $256K | Sell |
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|
2023
Q2 | $439K | Sell |
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|
2023
Q1 | $466K | Buy |
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|
2022
Q4 | $462K | Sell |
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|
2022
Q3 | $486K | Buy |
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|
2022
Q2 | $425K | Buy |
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|
2022
Q1 | $478K | Buy |
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|
2021
Q4 | $480K | Buy |
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|
2021
Q3 | $464K | Sell |
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|
2021
Q2 | $474K | Hold |
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|
2021
Q1 | $456K | Sell |
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|
2020
Q4 | $555K | Sell |
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|
2020
Q3 | $526K | Buy |
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|
2020
Q2 | $469K | Sell |
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|
2020
Q1 | $446K | Sell |
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|
2019
Q4 | $601K | Buy |
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|
2019
Q3 | $561K | Sell |
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|
2019
Q2 | $612K | Buy |
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|
2019
Q1 | $600K | Buy |
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|
2018
Q4 | $487K | Buy |
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|
2018
Q3 | $211K | Hold |
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|
2018
Q2 | $209K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $1.02M | Buy |
|