Source Capital shares owned by Advisor Group Holdings
Quarter-by-quarter ownership of Source Capital (SOR) shares owned by Advisor Group Holdings
from 13F filings
Historical chart of Advisor Group Holdings investment in Source Capital
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Quarterly reported holdings in Source Capital by Advisor Group Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $253k | 5.7k | 44.54 |
| 2024-03-31 | $210k | 4.9k | 42.49 |
| 2023-12-31 | $215k | 5.3k | 40.37 |
| 2023-09-30 | $244k | 6.3k | 38.59 |
| 2023-06-30 | $204k | 5.3k | 38.32 |
| 2023-03-31 | $250k | 6.6k | 37.79 |
| 2022-12-31 | $277k | 7.3k | 38.14 |
| 2022-09-30 | $255k | 7.1k | 36.02 |
| 2022-06-30 | $250k | 6.9k | 36.18 |
| 2022-03-31 | $291k | 6.9k | 42.05 |
| 2021-12-31 | $310k | 7.2k | 43.15 |
| 2021-09-30 | $305k | 6.8k | 44.51 |
| 2021-06-30 | $310k | 6.8k | 45.60 |
| 2021-03-31 | $296k | 6.8k | 43.69 |
| 2020-12-31 | $242k | 6.1k | 39.87 |
| 2020-09-30 | $209k | 5.7k | 36.87 |
| 2020-06-30 | $199k | 6.0k | 33.04 |
| 2020-03-31 | $190k | 6.2k | 30.58 |