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BFG
SRC

Beacon Financial Group’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Beacon Financial Group’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
2023
Q4
$4.6M Sell
2023
Q3
$4.14M Sell
2023
Q2
$4.26M Buy
2023
Q1
$4.09M Sell
2022
Q4
$4.75M Sell
2022
Q3
$4.23M Sell
2022
Q2
$4.61M Sell
2022
Q1
$5.63M Buy
2021
Q4
$5.2M Sell
2021
Q3
$5.69M Sell
2021
Q2
$6.1M Sell
2021
Q1
$4.77M Hold
2020
Q4
$4.77M Buy
2020
Q3
$4.17M Sell
2020
Q2
$4.36M Buy
2020
Q1
$238K Buy
2019
Q4
$324K Buy
2019
Q3
$310K Sell
2019
Q2
$5.65M Buy
2017
Q2
– Sell
2017
Q1
$280K Buy
2016
Q4
$291K Sell
2016
Q3
$631K Sell
2016
Q2
$340K Buy
2016
Q1
$256K Sell
2015
Q4
$244K Sell
2015
Q3
$239K Buy
2015
Q2
$219K Buy
2015
Q1
$225K Sell
2014
Q4
$643K Sell
2014
Q3
$590K Sell
2014
Q2
$648K Sell
2014
Q1
$822K Sell
2013
Q4
$1.58M Buy
2013
Q3
$1.41M Buy
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Common Fund Bets See what stocks and ETFs funds are collectively bullish/bearish on Largest Fund Trades Explore the largest stock and ETF buys and sells made by funds Fund Manager Portfolios Gain insights from the world's largest funds and super investors
Price Target Consensus See what stocks research analysts are collectively bullish/bearish on Latest Ratings Feed Explore the latest ratings and price targets from the best equity research analysts Equity Analyst Profiles Browse analysts, their latest ratings and track record Research Firm Profiles Browse research firm recommendations, trends, and performance
Fund Manager Index Stock index based on fund manager consensus updated each quarter Analyst Index COMING SOON - Stock index based on equity analyst consensus updated every second

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