Bartlett & Co Wealth Management’s 1st Source SRCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $157K | Hold |
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|
2025
Q2 | $158K | Hold |
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|
2025
Q1 | $153K | Sell |
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|
2024
Q4 | $166K | Hold |
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|
2024
Q3 | $171K | Hold |
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|
2024
Q2 | $153K | Hold |
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|
2024
Q1 | $149K | Hold |
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|
2023
Q4 | $159K | Hold |
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|
2023
Q3 | $120K | Hold |
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|
2023
Q2 | $120K | Hold |
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|
2023
Q1 | $123K | Hold |
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|
2022
Q4 | $151K | Sell |
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|
2022
Q3 | $139K | Hold |
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|
2022
Q2 | $136K | Hold |
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|
2022
Q1 | $139K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $142K | Hold |
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|
2021
Q2 | $139K | Hold |
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|
2021
Q1 | $143K | Sell |
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|
2020
Q4 | $141K | Hold |
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|
2020
Q3 | $108K | Sell |
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|
2020
Q2 | $160K | Hold |
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|
2020
Q1 | $146K | Sell |
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|
2019
Q4 | $331K | Hold |
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|
2019
Q3 | $292K | Hold |
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|
2019
Q2 | $296K | Hold |
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|
2019
Q1 | $286K | Hold |
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|
2018
Q4 | $257K | Hold |
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|
2018
Q3 | $336K | Hold |
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|
2018
Q2 | $341K | Hold |
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|
2018
Q1 | $323K | Buy |
|