CIBC Private Wealth Group’s 1st Source SRCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14K | Hold |
225
| – | – | ﹤0.01% | 2141 |
|
|
2025
Q1 | $12.2K | Sell |
225
-1,100
| -83% | -$59.7K | ﹤0.01% | 2171 |
|
|
2024
Q4 | $75.5K | Hold |
1,325
| – | – | ﹤0.01% | 1517 |
|
|
2024
Q3 | $79.3K | Hold |
1,325
| – | – | ﹤0.01% | 1592 |
|
|
2024
Q2 | $69.5K | Hold |
1,325
| – | – | ﹤0.01% | 1541 |
|
|
2024
Q1 | $68.2K | Buy |
+1,325
| New | +$68.2K | ﹤0.01% | 1540 |
|