Back to SOBO
Physician Wealth Advisors, Inc. → SOBO
Physician Wealth Advisors, Inc. SOBO Position History
South Bow Corporation • Energy
Quarters held
5
Latest value
$24K
Q3 2026
Peak value
$25K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $20K |
| Q4 2025 | $19K |
| Q1 2026 | $23K |
| Q2 2026 | $25K |
| Q3 2026 | $24K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $24K | 715 | — | — |
| Q2 2026 | $25K | 715 | — | — |
| Q1 2026 | $23K | 700 | — | — |
| Q4 2025 | $19K | 700 | — | — |
| Q3 2025 | $20K | 700 | — | — |
Other funds holding SOBO
$164.9M
$162.3M
$161.3M
$147.2M
$139.3M
$101.4M
$101.3M