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Hennion & Walsh Asset Management, Inc. → SOR
Hennion & Walsh Asset Management, Inc. SOR Position History
Source Capital • Financial Services
Quarters held
5
Latest value
$616K
Q3 2026
Peak value
$1.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.5M |
| Q4 2025 | $1.5M |
| Q1 2026 | $1.5M |
| Q2 2026 | $1.2M |
| Q3 2026 | $616K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $616K | 13.6K | — | — |
| Q2 2026 | $1.2M | 26.0K | — | — |
| Q1 2026 | $1.5M | 32.2K | — | — |
| Q4 2025 | $1.5M | 32.7K | — | — |
| Q3 2025 | $1.5M | 32.8K | — | — |