Source Capital shares owned by LPL Financial
Historical chart of LPL Financial investment in Source Capital
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Quarterly reported holdings in Source Capital by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $403k | 10k | 38.59 |
| 2023-06-30 | $431k | 11k | 38.32 |
| 2023-03-31 | $422k | 11k | 37.79 |
| 2022-12-31 | $255k | 6.6k | 38.66 |
| 2022-06-30 | $219k | 5.9k | 37.35 |
| 2017-03-31 | $324k | 8.7k | 37.38 |
| 2016-12-31 | $377k | 11k | 36.07 |
| 2016-09-30 | $416k | 11k | 36.48 |
| 2016-06-30 | $437k | 12k | 36.48 |
| 2016-03-31 | $907k | 25k | 35.76 |
| 2015-12-31 | $1.5M | 24k | 65.76 |
| 2015-09-30 | $801k | 12k | 68.52 |
| 2015-06-30 | $913k | 13k | 73.20 |
| 2015-03-31 | $929k | 13k | 73.14 |
| 2014-12-31 | $900k | 13k | 71.42 |
| 2014-09-30 | $708k | 11k | 63.91 |
| 2014-06-30 | $668k | 9.5k | 70.02 |
| 2014-03-31 | $727k | 11k | 68.73 |
| 2013-12-31 | $698k | 10k | 67.14 |
| 2013-09-30 | $688k | 11k | 62.39 |
| 2013-06-30 | $661k | 11k | 61.70 |
| 2012-12-31 | $690k | 13k | 53.59 |
| 2012-09-30 | $930k | 18k | 52.11 |
| 2011-09-30 | $420k | 10k | 41.59 |