Spire Wealth Management’s Source Capital SOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-200
| Closed | -$8.7K | – | 2569 |
|
|
2024
Q4 | $8.7K | Hold |
200
| – | – | ﹤0.01% | 1876 |
|
|
2024
Q3 | $8.91K | Hold |
200
| – | – | ﹤0.01% | 1664 |
|
|
2024
Q2 | $8.85K | Buy |
+200
| New | +$8.85K | ﹤0.01% | 1668 |
|
|
2024
Q1 | – | Sell |
-200
| Closed | -$7.91K | – | 2392 |
|
|
2023
Q4 | $7.91K | Hold |
200
| – | – | ﹤0.01% | 1819 |
|
|
2023
Q3 | $7.72K | Hold |
200
| – | – | ﹤0.01% | 1811 |
|
|
2023
Q2 | $7.66K | Hold |
200
| – | – | ﹤0.01% | 1890 |
|
|
2023
Q1 | $7.56K | Buy |
+200
| New | +$7.56K | ﹤0.01% | 1938 |
|