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Shaker Financial Services, LLC → SOR
Shaker Financial Services, LLC SOR Position History
Source Capital
Quarters held
5
Latest value
$5.7M
Q3 2026
Peak value
$7.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $416K |
| Q4 2025 | $884K |
| Q1 2026 | $1.4M |
| Q2 2026 | $7.1M |
| Q3 2026 | $5.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.7M | 125.8K | — | — |
| Q2 2026 | $7.1M | 154.0K | — | — |
| Q1 2026 | $1.4M | 30.2K | — | — |
| Q4 2025 | $884K | 19.3K | — | — |
| Q3 2025 | $416K | 9.3K | — | — |