Mark L. Lipson is Director at SOURCE CAPITAL INC /DE/ (SOR). They have made 6 open-market trades across 1 company since 2016, most recently 2023-06-01.
CIK 0001654549
6 open-market purchases totalling $304K since 2016, never a sale. Across 6 scored buys the stock is up 3.1% at ninety days, and 2.0 points behind the S&P over the same stretch.
6 scored purchases · one row per filing · discretionary only
| Ticker | Shares | Value |
|---|---|---|
| SOR | 6,761 | $312K |
Shares reported on the most recent Form 4, priced at the 2023-06-02 close.
| 7d | 30d | 90d | |
|---|---|---|---|
| Accuracy | 50% | 67% | 83% |
| Avg Move | -0.2% | +0.7% | +3.1% |
| Alpha | -1.2% | -1.7% | -2.0% |
| Scored | 6 | 6 | 6 |
| Ticker | Type | Traded | Filed | Price | Value | 7d Stock | 30d Stock | 90d Stock |
|---|---|---|---|---|---|---|---|---|
| SOR | BUY | 2023-06-01 | 2023-06-02 | $37.90 | $50K | +1.2% | +2.8% | +3.7% |
| SOR | BUY | 2022-10-03 | 2022-10-05 | $35.64 | $50K | -2.1% | +0.5% | +5.7% |
| SOR | BUY | 2022-07-01 | 2022-07-01 | $37.83 | $50K | -2.9% | +1.9% | -6.7% |
| SOR | BUY | 2020-10-01 | 2020-10-02 | $37.10 | $104K | +1.1% | -2.3% | +7.5% |
| SOR | BUY | 2017-10-18 | 2017-10-19 | $40.94 | $25K | -0.5% | -1.6% | +2.5% |
| SOR | BUY | 2016-12-05 | 2016-12-06 | $35.55 | $25K | +1.9% | +2.7% | +5.8% |
Grouped by shared companies and similar filing behaviour. This is a similarity measure, not a ranking or a performance signal.