Belpointe Asset Management LLC Source Capital Inc Transaction History

Belpointe Asset Management LLC

  • $1.49 Billion
  • Q3 2024

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024
BUY
$39.55 - $42.49 $3,282 - $3,526
83 Added 1.57%
5,384 $228,000
Q4 2023

Feb 13, 2024
BUY
$37.29 - $40.59 $197,674 - $215,167
5,301 New
5,301 $214,000
Q1 2023

May 15, 2023
BUY
$35.1 - $39.62 $40,435 - $45,642
1,152 Added 83.3%
2,535 $95,000
Q4 2022

Feb 08, 2023
BUY
$34.97 - $38.66 $48,363 - $53,466
1,383 New
1,383 $53,000

Others Institutions Holding SOR

# of Institutions
53
Shares Held
1.1M
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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