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D.A. DAVIDSON & CO. SOR Position History
Source Capital • Financial Services
Quarters held
4
Latest value
$7.7M
Q3 2026
Peak value
$7.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $7.8M |
| Q1 2026 | $7.8M |
| Q2 2026 | $7.7M |
| Q3 2026 | $7.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.7M | 169.2K | — | — |
| Q2 2026 | $7.7M | 166.9K | — | — |
| Q1 2026 | $7.8M | 169.3K | — | — |
| Q4 2025 | $7.8M | 170.0K | — | — |