Steven T. Romick is VP at SOURCE CAPITAL INC /DE/ (SOR). They have made 14 open-market trades across 3 companies since 2017, most recently 2020-09-24.
CIK 0001186259
12 open-market purchases totalling $5.3M since 2017, against 2 sales. Across 12 scored buys the stock is up 14.3% at ninety days, and 0.6 points behind the S&P over the same stretch.
12 scored purchases · one row per filing · discretionary only
| 7d | 30d | 90d | |
|---|---|---|---|
| Accuracy | 92% | 92% | 100% |
| Avg Move | +4.8% | +6.2% | +14.3% |
| Alpha | +1.2% | -0.8% | -0.6% |
| Scored | 12 | 12 | 12 |
| Ticker | Type | Traded | Filed | Price | Value | 7d Stock | 30d Stock | 90d Stock |
|---|---|---|---|---|---|---|---|---|
| SOR | BUY | 2020-09-24 | 2020-09-28 | $36.24 | $72K | +3.1% | -2.1% | +9.5% |
| SOR | BUY | 2020-09-23 | 2020-09-24 | $36.59 | $8K | +1.8% | +1.7% | +11.2% |
| SOR | BUY | 2020-09-21 | 2020-09-23 | $36.35 | $47K | +1.8% | +2.1% | +9.9% |
| SOR | BUY | 2020-09-18 | 2020-09-22 | $36.97 | $74K | +1.6% | +2.9% | +10.8% |
| SOR | BUY | 2020-09-17 | 2020-09-21 | $36.99 | $30K | +2.0% | +4.2% | +10.9% |
| SOR | BUY | 2020-03-24 | 2020-03-26 | $28.56 | $50K | +2.2% | +4.0% | +10.8% |
| SOR | BUY | 2020-03-16 | 2020-03-18 | $28.90 | $329K | +25.8% | +29.6% | +40.3% |
| SOR | BUY | 2020-03-13 | 2020-03-17 | $31.02 | $441K | +13.3% | +13.3% | +23.0% |
| SOR | BUY | 2019-10-08 | 2019-10-11 | $35.92 | $469K | +1.4% | +4.7% | +7.5% |
| SOR | BUY | 2019-10-07 | 2019-10-09 | $35.98 | $120K | +3.1% | +6.2% | +8.5% |
| DHCP | SELL | 2019-01-02 | 2019-01-03 | $0.12 | $1K | N/A | N/A | N/A |
| DHCP | SELL | 2018-11-01 | 2018-11-05 | $1.19 | $37K | N/A | N/A | N/A |
| NXEO | BUY | 2017-09-12 | 2017-09-13 | $7.13 | $133K | +2.4% | +7.0% | +19.4% |
| NXEO | BUY | 2017-08-25 | 2017-08-29 | $7.25 | $3.5M | -1.2% | +1.2% | +9.3% |
Grouped by shared companies and similar filing behaviour. This is a similarity measure, not a ranking or a performance signal.