Commonwealth Equity Services’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 | – | Sell |
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|
2025
Q2 | $225K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $234K | Buy |
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|
2024
Q1 | $229K | Buy |
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|
2023
Q4 | $239K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $207K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $214K | Buy |
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|
2021
Q2 | $204K | Buy |
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|
2021
Q1 | $208K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $227K | Sell |
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|
2019
Q3 | $311K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $217K | Buy |
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