Thomas H. Atteberry is VP at SOURCE CAPITAL INC /DE/ (SOR). They have made 9 open-market trades across 1 company since 2010, most recently 2020-10-02.
CIK 0001186270
9 open-market purchases totalling $427K since 2010, never a sale. Across 9 scored buys the stock is up 3.7% at ninety days, and 3.1 points behind the S&P over the same stretch.
9 scored purchases · one row per filing · discretionary only
| Ticker | Shares | Value |
|---|---|---|
| SOR | 9,044 | $417K |
Shares reported on the most recent Form 4, priced at the 2020-10-05 close.
| 7d | 30d | 90d | |
|---|---|---|---|
| Accuracy | 78% | 33% | 78% |
| Avg Move | +0.5% | -0.7% | +3.7% |
| Alpha | -0.1% | -0.8% | -3.1% |
| Scored | 9 | 9 | 9 |
| Ticker | Type | Traded | Filed | Price | Value | 7d Stock | 30d Stock | 90d Stock |
|---|---|---|---|---|---|---|---|---|
| SOR | BUY | 2020-10-02 | 2020-10-05 | $36.92 | $34K | +0.7% | -0.2% | +6.9% |
| SOR | BUY | 2020-10-01 | 2020-10-02 | $37.01 | $128K | +1.1% | -2.3% | +7.5% |
| SOR | BUY | 2020-09-29 | 2020-09-30 | $36.50 | $66K | +1.6% | -3.8% | +7.1% |
| SOR | BUY | 2020-09-25 | 2020-09-28 | $36.04 | $4K | +3.1% | -2.1% | +9.5% |
| SOR | BUY | 2017-10-03 | 2017-10-04 | $40.41 | $40K | +0.9% | +0.9% | +1.2% |
| SOR | BUY | 2017-10-02 | 2017-10-03 | $40.35 | $61K | +0.8% | +1.6% | +1.8% |
| SOR | BUY | 2017-09-26 | 2017-09-28 | $40.08 | $40K | +1.8% | +2.1% | +1.8% |
| SOR | BUY | 2013-10-23 | 2013-10-24 | $64.07 | $32K | -2.9% | -1.2% | -1.2% |
| SOR | BUY | 2010-03-30 | 2010-04-01 | $46.16 | $23K | -2.9% | -1.2% | -1.2% |
Grouped by shared companies and similar filing behaviour. This is a similarity measure, not a ranking or a performance signal.