BFS
SRC

Bard Financial Services’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Bard Financial Services’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
-68,190
Closed -$2.98M – 237
2023
Q4 		$2.98M Buy
68,190
+18,700
+38% +$721K 0.33% 66
2023
Q3 		$1.66M Buy
49,490
+13,550
+38% +$522K 0.21% 89
2023
Q2 		$1.42M Buy
35,940
+9,050
+34% +$351K 0.11% 141
2023
Q1 		$1.07M Buy
26,890
+16,140
+150% +$668K 0.09% 169
2022
Q4 		$429K Buy
10,750
+1,600
+17% +$62.5K 0.04% 211
2022
Q3 		$331K Sell
9,150
-450
-5% -$18.7K 0.03% 226
2022
Q2 		$363K Buy
9,600
+250
+3% +$10.5K 0.03% 221
2022
Q1 		$430K Buy
9,350
+2,250
+32% +$105K 0.04% 206
2021
Q4 		$342K Buy
+7,100
New +$338K 0.03% 219

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