Concord Wealth Partners’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 | $4.9K | Buy |
79
+13
| +20% | +$807 | ﹤0.01% | 637 |
|
|
2025
Q1 | $3.95K | Hold |
66
| – | – | ﹤0.01% | 616 |
|
|
2024
Q4 | $3.85K | Hold |
66
| – | – | ﹤0.01% | 639 |
|
|
2024
Q3 | $3.95K | Hold |
66
| – | – | ﹤0.01% | 667 |
|
|
2024
Q2 | $3.54K | Hold |
66
| – | – | ﹤0.01% | 612 |
|
|
2024
Q1 | $3.46K | Buy |
+66
| New | +$3.46K | ﹤0.01% | 695 |
|