CAPTRUST Financial Advisors’s 1st Source SRCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-466
| Closed | -$21K | – | 3794 |
|
|
2022
Q2 | $21K | Hold |
466
| – | – | ﹤0.01% | 3349 |
|
|
2022
Q1 | $22K | Sell |
466
-273
| -37% | -$12.9K | ﹤0.01% | 3331 |
|
|
2021
Q4 | $37K | Buy |
739
+173
| +31% | +$8.66K | ﹤0.01% | 2888 |
|
|
2021
Q3 | $27K | Buy |
566
+229
| +68% | +$10.9K | ﹤0.01% | 2973 |
|
|
2021
Q2 | $16K | Sell |
337
-6
| -2% | -$285 | ﹤0.01% | 3275 |
|
|
2021
Q1 | $16K | Buy |
+343
| New | +$16K | ﹤0.01% | 3156 |
|