SOR — SOURCE CAPITAL /DE/
Price · 2024-08-26 → 2026-08-21
499 daily closes shownAnonymous view is capped at two years of history. A free account extends it to five, and Pro opens the whole archive back to 2016-01-04.
Performance
Technicals
Dividends
Measured signals that fired on SOR
| date | signal | measured base rate |
|---|---|---|
| 2026-07-07 | Short volume far above its own normal short | -0.76% over 21 days · t = -2.79 · n = 5,897 statistically distinguishable from its control group |
Excess return against a matched control group, on a point-in-time universe that includes delisted companies. Most families do not survive that. How the measurement works →
Insider transactions (Form 4)
| date | insider | what | shares | price | value |
|---|---|---|---|---|---|
| 2024-02-01 | Brown Sandra Director | Open-market sale | 1.6K | 40.27 | 66.4K |
| 2024-02-01 | Brown Sandra Director | Open-market purchase | 372 | 40.28 | 15.0K |
| 2024-02-01 | Brown Sandra Director | Open-market purchase | 1 | 40.29 | 40 |
Open-market purchases (code P) are the informative ones. Grants, option exercises and tax withholding are compensation mechanics, not decisions. How to read a Form 4 →
Largest institutional holders
| manager | value | shares |
|---|---|---|
| DKM Wealth Management, Inc. | 14.0M | 301.4K |
| D.A. DAVIDSON & CO. | 7.8M | 169.3K |
| DIVERSIFIED MANAGEMENT INC | 5.5M | 118.0K |
| MORGAN STANLEY | 4.2M | 90.3K |
| Mesirow Financial Investment Management, Inc. | 3.5M | 75.3K |
| FIRST TRUST ADVISORS LP | 3.5M | 74.5K |
| WELLS FARGO & COMPANY/MN | 3.2M | 68.3K |
| Hara Capital LLC | 3.0M | 64.7K |
| RAYMOND JAMES FINANCIAL INC | 2.7M | 59.0K |
| Keating Financial Advisory Services, Inc. | 1.9M | 41.3K |
13F positions as of 2026-03-31, filed up to 45 days after quarter end. Long-only US equity — shorts and derivatives never appear. What 13F does and does not show →
Short selling
This is off-exchange short volume, not short interest: it is flow, not position, and 40–50% is normal because market makers short to fill your buy. Why that number misleads →
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