Source Capital shares owned by Venturi Wealth Management
Quarter-by-quarter ownership of Source Capital (SOR) shares owned by Venturi Wealth Management
from 13F filings
Historical chart of Venturi Wealth Management investment in Source Capital
Tip: Access up to 7 years of quarterly data
All positions including Source Capital held by Venturi Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Source Capital by Venturi Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $3.2k | 75 | 42.49 |
2023-12-31 | $3.0k | 75 | 40.39 |