The company
Source Capital, Inc. Cmn Shs of BI
SOR · NYSE
SOR stood above a rising 150-day average in 21 of the last 52 weekly readings, and has been out of that trend for the last 31 weeks. It is 1.1% below that average now. Financials: 43% of its 740 stocks in an uptrend (−14 points in four weeks).
Statistics
- Rotation
- not in the set
- Weeks in an uptrend
- out for 31
- Insider buys, 12 months
- $0
- Insider sales, 12 months
- $0
- Officials’ trades on record
- 0
- Institutions holding
- 54 (+0)
In the rotation
Each square a week: lit when it closed above a rising 150-day average. 21 of 52 weeks.
Money in and out
Open-market buys above the line and sales below, in dollars.
Congress and officials
No member of Congress or official has disclosed a trade in it.
Insiders
No open-market buy or sale by its insiders on record.
Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.
Institutions
Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.
| Manager | Shares | Change |
|---|---|---|
| DKM Wealth Management, Inc.added · filed 30 Jul 2026 | 313,096$14.4M | +11,647+3.9% |
| D.A. DAVIDSON & CO.reduced · filed 24 Jul 2026 | 166,920$7.7M | -2,369−1.4% |
| Shaker Financial Services, LLCadded · filed 15 Jul 2026 | 153,966$7.1M | +123,761+409.7% |
| DIVERSIFIED MANAGEMENT INCadded · filed 10 Jul 2026 | 121,285$5.6M | +3,316+2.8% |
| Hara Capital LLCadded · filed 11 Aug 2026 | 99,565$4.6M | +34,826+53.8% |
| MORGAN STANLEYadded · filed 13 Aug 2026 | 90,877$4.2M | +558+0.6% |
| FIRST TRUST ADVISORS LPadded · filed 11 Aug 2026 | 75,554$3.5M | +1,024+1.4% |
| Mesirow Financial Investment Management, Inc.added · filed 22 Jul 2026 | 75,409$3.5M | +60+0.1% |
| WELLS FARGO & COMPANYreduced · filed 14 Aug 2026 | 67,504$3.1M | -814−1.2% |
| RAYMOND JAMES FINANCIAL INCreduced · filed 14 Aug 2026 | 58,017$2.7M | -941−1.6% |
News
No headline names it lately.
Everyone who traded it
Same industry
No other stock in its industry this week.
Government contracts
No federal award is tied to it.
From its SEC filings
No ratio computed from its SEC filings yet.
Analyst forecasts
No analyst forecasts yet.