Shaker Financial Services, LLC
Holdings in SOR
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $884,266 | 19,324 | Shares | Sole | 2026-01-26 |
| 2025-09-30 | $416,480 | 9,251 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $2,639,453 | 60,873 | Shares | Sole | 2025-08-05 |
| 2025-03-31 | $1,103,792 | 26,591 | Shares | Sole | 2025-05-09 |