Commonwealth Equity Services’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 | $225K | Buy |
+3,629
| New | +$225K | ﹤0.01% | 3825 |
|
|
2024
Q3 | – | Sell |
-4,368
| Closed | -$234K | – | 4177 |
|
|
2024
Q2 | $234K | Buy |
4,368
+4
| +0.1% | +$214 | ﹤0.01% | 3517 |
|
|
2024
Q1 | $229K | Buy |
4,364
+22
| +0.5% | +$1.15K | ﹤0.01% | 3518 |
|
|
2023
Q4 | $239K | Buy |
+4,342
| New | +$239K | ﹤0.01% | 3365 |
|
|
2023
Q1 | – | Sell |
-3,903
| Closed | -$207K | – | 3857 |
|
|
2022
Q4 | $207K | Buy |
+3,903
| New | +$207K | ﹤0.01% | 3203 |
|
|
2021
Q4 | – | Sell |
-4,536
| Closed | -$214K | – | 3726 |
|
|
2021
Q3 | $214K | Buy |
4,536
+129
| +3% | +$6.09K | ﹤0.01% | 3222 |
|
|
2021
Q2 | $204K | Buy |
4,407
+28
| +0.6% | +$1.3K | ﹤0.01% | 3251 |
|
|
2021
Q1 | $208K | Buy |
+4,379
| New | +$208K | ﹤0.01% | 3093 |
|
|
2020
Q1 | – | Sell |
-4,382
| Closed | -$227K | – | 2951 |
|
|
2019
Q4 | $227K | Sell |
4,382
-2,429
| -36% | -$126K | ﹤0.01% | 2525 |
|
|
2019
Q3 | $311K | Buy |
+6,811
| New | +$311K | ﹤0.01% | 2211 |
|
|
2016
Q2 | – | Sell |
-6,818
| Closed | -$217K | – | 2291 |
|
|
2016
Q1 | $217K | Buy |
+6,818
| New | +$217K | ﹤0.01% | 1861 |
|