Addison Advisors’s 1st Source SRCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.7K | Hold |
220
| – | – | ﹤0.01% | 588 |
|
|
2025
Q1 | $13.2K | Hold |
220
| – | – | ﹤0.01% | 544 |
|
|
2024
Q4 | $12.8K | Hold |
220
| – | – | ﹤0.01% | 555 |
|
|
2024
Q3 | $13.2K | Hold |
220
| – | – | ﹤0.01% | 561 |
|
|
2024
Q2 | $11.8K | Hold |
220
| – | – | ﹤0.01% | 543 |
|
|
2024
Q1 | $11.5K | Hold |
220
| – | – | ﹤0.01% | 505 |
|
|
2023
Q4 | $12.1K | Hold |
220
| – | – | ﹤0.01% | 500 |
|
|
2023
Q3 | $9.26K | Hold |
220
| – | – | ﹤0.01% | 493 |
|
|
2023
Q2 | $9.23K | Hold |
220
| – | – | ﹤0.01% | 484 |
|
|
2023
Q1 | $9.49K | Buy |
+220
| New | +$9.49K | 0.01% | 463 |
|