Venturi 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 |
-75
| Closed | -$3.26K | – | 1630 |
|
|
2024
Q4 | $3.26K | Hold |
75
| – | – | ﹤0.01% | 1787 |
|
|
2024
Q3 | $3.34K | Hold |
75
| – | – | ﹤0.01% | 1577 |
|
|
2024
Q2 | $3.32K | Hold |
75
| – | – | ﹤0.01% | 1297 |
|
|
2024
Q1 | $3.19K | Hold |
75
| – | – | ﹤0.01% | 1164 |
|
|
2023
Q4 | $3.03K | Buy |
+75
| New | +$3.03K | ﹤0.01% | 1124 |
|