BGAI
SRC

Bruce G. Allen Investments’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Bruce G. Allen 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
-42
Closed -$1.83K – 1047
2023
Q4 		$1.83K Buy
+42
New +$1.62K ﹤0.01% 752

Other funds holding SRC

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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

Bruce G. Allen Investments's SRC Position: Q1 2024 in Review

Bruce G. Allen Investments sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q1 2024, closing a stake of 42 shares — an estimated $1.83K sold.

Bruce G. Allen Investments first reported a position in SRC in Q4 2023 and held it in 1 quarter. The position peaked at $1.83K in Q4 2023. 4 funds tracked by Wall St. Rank hold SRC as of Q1 2024.

  • Bruce G. Allen Investments reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q1 2024 after selling out during the quarter.
  • Bruce G. Allen Investments sold 42 SPIRIT REALTY CAPITAL, INC. shares in Q1 2024, an estimated $1.83K.
  • Bruce G. Allen Investments first reported a position in SPIRIT REALTY CAPITAL, INC. in Q4 2023 and held it in 1 quarter.
  • Bruce G. Allen Investments's SPIRIT REALTY CAPITAL, INC. position peaked at $1.83K in Q4 2023.
  • 4 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q1 2024.

Based on Bruce G. Allen Investments's 13F filing for Q1 2024, filed 10 Apr 2024.