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Align Financial, LLC SOR Position History
Source Capital • Financial Services
Quarters held
4
Latest value
$152K
Q3 2026
Peak value
$155K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $153K |
| Q1 2026 | $155K |
| Q2 2026 | $154K |
| Q3 2026 | $152K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $152K | 3.3K | — | — |
| Q2 2026 | $154K | 3.3K | — | — |
| Q1 2026 | $155K | 3.3K | — | — |
| Q4 2025 | $153K | 153.1K | — | — |