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Cassaday & Co Wealth Management LLC → SOR
Cassaday & Co Wealth Management LLC SOR Position History
Source Capital • Financial Services
Quarters held
3
Latest value
$909
Q3 2026
Peak value
$927
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $927 |
| Q2 2026 | $920 |
| Q3 2026 | $909 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $909 | 20 | — | — |
| Q2 2026 | $920 | 20 | — | — |
| Q1 2026 | $927 | 20 | — | — |