SOR Stock Summary and Trading Ideas (Source Capital Cmn Shs Of Bi | NYSE:SOR)

Source Capital's investment objective is to seek maximum total return for Common shareholders from both capital appreciation and investment income to the extent consistent with protection of invested capital. Source Capital's investment approach emphasizes primarily equity investments in seeking to achieve its growth objective for its Common shareholders. Source Capital's equity investments are directed toward companies with highly liquid, relatively unleveraged balance sheets and a demonstrated long-term ability to earn above-average returns on invested capital. Source Capital's equity investment portfolio is based on fundamental judgments of long-term returns attainable from income and appreciation in the securities of such companies and is not derived from overall economic forecasts or stock market predictions.

Source Capital Cmn Shs Of Bi trades on the NYSE stock market under the symbol SOR.

As of March 5, 2026, SOR stock price declined to $47.62 with 2,402 million shares trading.

SOR has a market cap of $391.73 million. This is considered a Small Cap stock.

In the last 3 years, SOR traded as high as $50.41 and as low as $35.10.

SOR has underperformed the market in the last year with a price return of +17.8% while the SPY ETF gained +18.6%. However, in the short term, SOR had mixed performance relative to the market. It has outperformed in the last 3 months, returning +1.5% vs -0.8% return in SPY. But in the last 2 weeks, SOR shares have been beat by the market, returning -1.6% compared to an SPY return of -1.4%.

SOR support price is $47.04 and resistance is $48.64 (based on 1 day standard deviation move). This means that using the most recent 20 day stock volatility and applying a one standard deviation move around the stock's closing price, stastically there is a 67% probability that SOR shares will trade within this expected range on the day.