Cornerstone Wealth Management, LLC Source Capital Inc Transaction History

Cornerstone Wealth Management, LLC

  • $1.39 Billion
  • Q3 2024

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2018

Feb 13, 2019
SELL
$31.25 - $40.1 $5.11 Million - $6.55 Million
-163,416 Closed
0 $0
Q3 2018

Oct 19, 2018
BUY
$39.56 - $40.86 $138,736 - $143,296
3,507 Added 2.19%
163,416 $4.03 Million
Q2 2018

Jul 20, 2018
BUY
$39.2 - $40.75 $6.27 Million - $6.52 Million
159,909 New
159,909 $4.03 Million

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
Track This Portfolio

Track Cornerstone Wealth Management, LLC Portfolio

Follow Cornerstone Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cornerstone Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email