AI
SRC

AXS Investments’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

AXS Investments’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
-18,900
Closed -$826K – 436
2023
Q4 		$826K Buy
+18,900
New +$729K 0.2% 170
2023
Q2 		– Sell
-14,675
Closed -$585K – 487
2023
Q1 		$585K Sell
14,675
-5,000
-25% -$207K 0.19% 171
2022
Q4 		$786K Hold
19,675
– – 0.28% 132
2022
Q3 		$711K Sell
19,675
-20,000
-50% -$829K 0.28% 142
2022
Q2 		$1.5M Buy
+39,675
New +$1.67M 0.53% 39

Other funds holding SRC

MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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