ASFA
SRC

All Season Financial Advisors’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

All Season Financial Advisors’s Portfolio SRC Stock Details SRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10,214
Closed -$446K – 120
2023
Q4 		$446K Buy
+10,214
New +$394K 0.38% 72

Other funds holding SRC

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

All Season Financial Advisors's SRC Position: Q1 2024 in Review

All Season Financial Advisors sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q1 2024, closing a stake of 10,214 shares — an estimated $446K sold.

All Season Financial Advisors first reported a position in SRC in Q4 2023 and held it in 1 quarter. The position peaked at $446K in Q4 2023. 4 funds tracked by Wall St. Rank hold SRC as of Q1 2024.

  • All Season Financial Advisors reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q1 2024 after selling out during the quarter.
  • All Season Financial Advisors sold 10,214 SPIRIT REALTY CAPITAL, INC. shares in Q1 2024, an estimated $446K.
  • All Season Financial Advisors first reported a position in SPIRIT REALTY CAPITAL, INC. in Q4 2023 and held it in 1 quarter.
  • All Season Financial Advisors's SPIRIT REALTY CAPITAL, INC. position peaked at $446K in Q4 2023.
  • 4 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q1 2024.

Based on All Season Financial Advisors's 13F filing for Q1 2024, filed 17 Apr 2024.