Allworth Financial’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 | $187 | Buy |
+3
| New | +$187 | ﹤0.01% | 4317 |
|
|
2023
Q2 | – | Sell |
-3
| Closed | -$130 | – | 3373 |
|
|
2023
Q1 | $130 | Buy |
+3
| New | +$130 | ﹤0.01% | 3079 |
|
|
2022
Q4 | – | Sell |
-36
| Closed | -$2K | – | 3182 |
|
|
2022
Q3 | $2K | Buy |
36
+32
| +800% | +$1.78K | ﹤0.01% | 2225 |
|
|
2022
Q2 | $0 | Sell |
4
-603
| -99% | – | ﹤0.01% | 2788 |
|
|
2022
Q1 | $28K | Buy |
607
+598
| +6,644% | +$27.6K | ﹤0.01% | 1113 |
|
|
2021
Q4 | $0 | Buy |
+9
| New | – | ﹤0.01% | 2107 |
|