Ameritas Investment Partners’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 | $115K | Hold |
1,859
| – | – | ﹤0.01% | 1656 |
|
2025
Q1 | $111K | Hold |
1,859
| – | – | ﹤0.01% | 1634 |
|
2024
Q4 | $109K | Hold |
1,859
| – | – | ﹤0.01% | 1719 |
|
2024
Q3 | $111K | Buy |
1,859
+202
| +12% | +$12.1K | ﹤0.01% | 1708 |
|
2024
Q2 | $88.8K | Hold |
1,657
| – | – | ﹤0.01% | 1809 |
|
2024
Q1 | $86.9K | Hold |
1,657
| – | – | ﹤0.01% | 1827 |
|
2023
Q4 | $91.1K | Hold |
1,657
| – | – | ﹤0.01% | 1799 |
|
2023
Q3 | $69.7K | Buy |
1,657
+395
| +31% | +$16.6K | ﹤0.01% | 1893 |
|
2023
Q2 | $52.9K | Hold |
1,262
| – | – | ﹤0.01% | 2015 |
|
2023
Q1 | $54.5K | Hold |
1,262
| – | – | ﹤0.01% | 1929 |
|
2022
Q4 | $60.9K | Hold |
1,262
| – | – | ﹤0.01% | 1928 |
|
2022
Q3 | $58K | Hold |
1,262
| – | – | ﹤0.01% | 1869 |
|
2022
Q2 | $57K | Hold |
1,262
| – | – | ﹤0.01% | 1908 |
|
2022
Q1 | $58K | Hold |
1,262
| – | – | ﹤0.01% | 1979 |
|
2021
Q4 | $63K | Hold |
1,262
| – | – | ﹤0.01% | 1989 |
|
2021
Q3 | $60K | Hold |
1,262
| – | – | ﹤0.01% | 2036 |
|
2021
Q2 | $59K | Hold |
1,262
| – | – | ﹤0.01% | 2080 |
|
2021
Q1 | $60K | Hold |
1,262
| – | – | ﹤0.01% | 1979 |
|
2020
Q4 | $51K | Hold |
1,262
| – | – | ﹤0.01% | 1988 |
|
2020
Q3 | $39K | Hold |
1,262
| – | – | ﹤0.01% | 1998 |
|
2020
Q2 | $45K | Hold |
1,262
| – | – | ﹤0.01% | 1895 |
|
2020
Q1 | $41K | Hold |
1,262
| – | – | ﹤0.01% | 1774 |
|
2019
Q4 | $65K | Hold |
1,262
| – | – | ﹤0.01% | 1759 |
|
2019
Q3 | $58K | Hold |
1,262
| – | – | ﹤0.01% | 1799 |
|
2019
Q2 | $59K | Hold |
1,262
| – | – | ﹤0.01% | 1829 |
|
2019
Q1 | $57K | Hold |
1,262
| – | – | ﹤0.01% | 1818 |
|
2018
Q4 | $51K | Hold |
1,262
| – | – | ﹤0.01% | 1806 |
|
2018
Q3 | $66K | Hold |
1,262
| – | – | ﹤0.01% | 1828 |
|
2018
Q2 | $67K | Hold |
1,262
| – | – | ﹤0.01% | 1810 |
|
2018
Q1 | $64K | Hold |
1,262
| – | – | ﹤0.01% | 1773 |
|
2017
Q4 | $62K | Hold |
1,262
| – | – | ﹤0.01% | 1802 |
|
2017
Q3 | $58K | Hold |
1,262
| – | – | ﹤0.01% | 1795 |
|
2017
Q2 | $61K | Hold |
1,262
| – | – | ﹤0.01% | 1777 |
|
2017
Q1 | $59K | Buy |
+1,262
| New | +$59K | ﹤0.01% | 1739 |
|