Allworth Financial’s 1st Source SRCE Stock Holding History

Allworth Financial’s Portfolio SRCE Stock Details SRCE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$187	Buy
2023 Q2	–	Sell
2023 Q1	$130	Buy
2022 Q4	–	Sell
2022 Q3	$2K	Buy
2022 Q2	$0	Sell
2022 Q1	$28K	Buy
2021 Q4	$0	Buy