Rockefeller Capital Management
SOR

Rockefeller Capital Management’s Source Capital SOR Stock Holding History

Rockefeller Capital Management’s Portfolio SOR Stock Details SOR Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$23.6K Buy
2023
Q1 		– Sell
2022
Q4 		$20K Hold
2022
Q3 		$18K Hold
2022
Q2 		$19K Hold
2022
Q1 		$22K Buy