Bogart Wealth, LLC Source Capital Inc Transaction History

Bogart Wealth, LLC

  • $2.1 Billion
  • Q3 2024

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2021

Oct 15, 2021
SELL
$44.16 - $46.58 $8,390 - $8,850
-190 Closed
0 $0
Q2 2021

Aug 06, 2021
BUY
$43.75 - $45.59 $8,312 - $8,662
190 New
190 $9,000

Others Institutions Holding SOR

# of Institutions
52
Shares Held
1.08M
Call Options Held
0
Put Options Held
0
View Full List

About SOURCE CAPITAL INC

SOR Quotes by TradingView
  • Ticker SOR
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Source Capital, Inc. is a close-ended balanced fund launched and managed by First Pacific Advisors, LLC. The fund invests in the public equity markets of the United States. It seeks to invest in the stocks of companies operating across diversified sectors. The fund primarily invests in value stocks of small to mid cap companies. It employs funda...
More about SOR
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