WFS
SOR

Widmann Financial Services’s Source Capital SOR Stock Holding History

Widmann Financial Services’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
2022
Q1 		– Sell
-600
Closed -$25K – 394
2021
Q4 		$25K Buy
+600
New +$27.1K 0.02% 237

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SFS
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LGWM
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DADC
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Wells Fargo
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PC
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Morgan Stanley
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Widmann Financial Services's SOR Position: Q1 2022 in Review

Widmann Financial Services sold out of Source Capital (SOR) in Q1 2022, closing a stake of 600 shares — an estimated $25K sold.

Widmann Financial Services first reported a position in SOR in Q4 2021 and held it in 1 quarter. The position peaked at $25K in Q4 2021. 30 funds tracked by Wall St. Rank hold SOR as of Q1 2022.

  • Widmann Financial Services reported no remaining Source Capital position as of Q1 2022 after selling out during the quarter.
  • Widmann Financial Services sold 600 Source Capital shares in Q1 2022, an estimated $25K.
  • Widmann Financial Services first reported a position in Source Capital in Q4 2021 and held it in 1 quarter.
  • Widmann Financial Services's Source Capital position peaked at $25K in Q4 2021.
  • 30 funds tracked by Wall St. Rank held Source Capital as of Q1 2022.

Based on Widmann Financial Services's 13F filing for Q1 2022, filed 4 May 2022.