Source Capital shares owned by Colonial Trust Co / SC
Quarter-by-quarter ownership of Source Capital shares owned by Colonial Trust Co / SC
from 13F filings
Historical chart of Colonial Trust Co / SC investment in Source Capital
Tip: Access up to 7 years of quarterly data
All positions including Source Capital held by Colonial Trust Co / SC consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Source Capital by Colonial Trust Co / SC
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $111k | 2.6k | 43.35 |
| 2025-06-30 | $104k | 2.5k | 41.13 |
| 2025-03-31 | $106k | 2.5k | 42.42 |
| 2024-12-31 | $107k | 2.5k | 43.49 |
| 2024-09-30 | $108k | 2.4k | 44.53 |
| 2024-03-31 | $100k | 2.4k | 42.49 |
| 2023-12-31 | $93k | 2.3k | 40.37 |
| 2023-09-30 | $88k | 2.3k | 38.59 |
| 2023-06-30 | $86k | 2.2k | 38.32 |
| 2023-03-31 | $84k | 2.2k | 37.80 |
| 2022-12-31 | $85k | 2.2k | 38.65 |