SAM
SOR

Silvercrest Asset Management’s Source Capital SOR Stock Holding History

Silvercrest Asset Management’s Portfolio SOR Stock Details SOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
2024
Q4 		$339K Hold
2024
Q3 		$347K Hold
2024
Q2 		$345K Hold
2024
Q1 		$332K Hold
2023
Q4 		$315K Buy