1SB
1ST Source Bank’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Buy |
13,207
+48
| +0.4% | +$3.85K | 0.06% | 128 |
|
|
2025
Q1 | $945K | Buy |
13,159
+14
| +0.1% | +$1.01K | 0.06% | 133 |
|
|
2024
Q4 | $923K | Sell |
13,145
-85
| -0.6% | -$5.97K | 0.05% | 136 |
|
|
2024
Q3 | $747K | Sell |
13,230
-3,112
| -19% | -$176K | 0.04% | 155 |
|
|
2024
Q2 | $971K | Sell |
16,342
-129
| -0.8% | -$7.66K | 0.06% | 131 |
|
|
2024
Q1 | $955K | Sell |
16,471
-1,100
| -6% | -$63.8K | 0.06% | 140 |
|
|
2023
Q4 | $865K | Hold |
17,571
| – | – | 0.05% | 141 |
|
|
2023
Q3 | $718K | Sell |
17,571
-1,098
| -6% | -$44.9K | 0.05% | 148 |
|
|
2023
Q2 | $797K | Sell |
18,669
-493
| -3% | -$21K | 0.05% | 142 |
|
|
2023
Q1 | $716K | Sell |
19,162
-8,829
| -32% | -$330K | 0.05% | 157 |
|
|
2022
Q4 | $1.16M | Hold |
27,991
| – | – | 0.08% | 122 |
|
|
2022
Q3 | $1.13M | Sell |
27,991
-35
| -0.1% | -$1.41K | 0.08% | 115 |
|
|
2022
Q2 | $1.1M | Buy |
28,026
+209
| +0.8% | +$8.19K | 0.08% | 125 |
|
|
2022
Q1 | $1.35M | Buy |
27,817
+323
| +1% | +$15.7K | 0.08% | 116 |
|
|
2021
Q4 | $1.32M | Sell |
27,494
-4,133
| -13% | -$198K | 0.08% | 118 |
|
|
2021
Q3 | $1.47M | Sell |
31,627
-110
| -0.3% | -$5.11K | 0.09% | 112 |
|
|
2021
Q2 | $1.44M | Hold |
31,737
| – | – | 0.09% | 116 |
|
|
2021
Q1 | $1.24M | Sell |
31,737
-1,044
| -3% | -$40.8K | 0.08% | 117 |
|
|
2020
Q4 | $989K | Sell |
32,781
-12,169
| -27% | -$367K | 0.07% | 126 |
|
|
2020
Q3 | $1.06M | Sell |
44,950
-6,271
| -12% | -$147K | 0.09% | 112 |
|
|
2020
Q2 | $1.31M | Sell |
51,221
-1,810
| -3% | -$46.3K | 0.11% | 102 |
|
|
2020
Q1 | $1.52M | Sell |
53,031
-8,317
| -14% | -$239K | 0.15% | 86 |
|
|
2019
Q4 | $3.3M | Sell |
61,348
-3,321
| -5% | -$179K | 0.25% | 60 |
|
|
2019
Q3 | $3.26M | Sell |
64,669
-6,209
| -9% | -$313K | 0.27% | 60 |
|
|
2019
Q2 | $3.35M | Sell |
70,878
-5,041
| -7% | -$239K | 0.27% | 58 |
|
|
2019
Q1 | $3.67M | Sell |
75,919
-1,023
| -1% | -$49.4K | 0.31% | 54 |
|
|
2018
Q4 | $3.55M | Sell |
76,942
-524
| -0.7% | -$24.1K | 0.34% | 49 |
|
|
2018
Q3 | $4.07M | Sell |
77,466
-59
| -0.1% | -$3.1K | 0.32% | 50 |
|
|
2018
Q2 | $4.3M | Sell |
77,525
-569
| -0.7% | -$31.5K | 0.35% | 47 |
|
|
2018
Q1 | $4.09M | Sell |
78,094
-3,083
| -4% | -$162K | 0.34% | 50 |
|
|
2017
Q4 | $4.93M | Sell |
81,177
-6,440
| -7% | -$391K | 0.41% | 42 |
|
|
2017
Q3 | $4.83M | Sell |
87,617
-11,307
| -11% | -$624K | 0.4% | 42 |
|
|
2017
Q2 | $5.48M | Sell |
98,924
-1,819
| -2% | -$101K | 0.47% | 36 |
|
|
2017
Q1 | $5.61M | Buy |
100,743
+53
| +0.1% | +$2.95K | 0.5% | 32 |
|
|
2016
Q4 | $5.55M | Sell |
100,690
-14,642
| -13% | -$807K | 0.53% | 32 |
|
|
2016
Q3 | $5.11M | Sell |
115,332
-1,134
| -1% | -$50.2K | 0.54% | 32 |
|
|
2016
Q2 | $5.51M | Buy |
116,466
+2,800
| +2% | +$133K | 0.62% | 33 |
|
|
2016
Q1 | $5.5M | Buy |
113,666
+1,526
| +1% | +$73.8K | 0.61% | 34 |
|
|
2015
Q4 | $6.1M | Buy |
112,140
+79
| +0.1% | +$4.29K | 0.71% | 30 |
|
|
2015
Q3 | $5.75M | Buy |
112,061
+38,679
| +53% | +$1.99M | 0.66% | 29 |
|
|
2015
Q2 | $4.13M | Sell |
73,382
-752
| -1% | -$42.3K | 0.45% | 46 |
|
|
2015
Q1 | $4.03M | Buy |
74,134
+1,068
| +1% | +$58.1K | 0.48% | 46 |
|
|
2014
Q4 | $4.01M | Buy |
73,066
+1,809
| +3% | +$99.2K | 0.48% | 46 |
|
|
2014
Q3 | $3.7M | Buy |
71,257
+1,585
| +2% | +$82.2K | 0.49% | 47 |
|
|
2014
Q2 | $3.66M | Buy |
69,672
+4,470
| +7% | +$235K | 0.47% | 47 |
|
|
2014
Q1 | $3.24M | Buy |
65,202
+10,925
| +20% | +$543K | 0.43% | 47 |
|
|
2013
Q4 | $2.47M | Buy |
54,277
+3,718
| +7% | +$169K | 0.33% | 62 |
|
|
2013
Q3 | $2.09M | Buy |
50,559
+753
| +2% | +$31.1K | 0.31% | 71 |
|
|
2013
Q2 | $2.06M | Buy |
+49,806
| New | +$2.06M | 0.35% | 62 |
|