Covestor’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 | $0 | Sell |
3
-5
| -63% | – | ﹤0.01% | 2729 |
|
|
2025
Q1 | $1K | Buy |
8
+5
| +167% | +$625 | ﹤0.01% | 2096 |
|
|
2024
Q4 | $0 | Buy |
3
+1
| +50% | – | ﹤0.01% | 2710 |
|
|
2024
Q3 | $0 | Sell |
2
-3
| -60% | – | ﹤0.01% | 2731 |
|
|
2024
Q2 | $0 | Buy |
5
+3
| +150% | – | ﹤0.01% | 2726 |
|
|
2024
Q1 | $0 | Sell |
2
-2
| -50% | – | ﹤0.01% | 2717 |
|
|
2023
Q4 | $0 | Sell |
4
-1
| -20% | – | ﹤0.01% | 2709 |
|
|
2023
Q3 | $0 | Sell |
5
-2
| -29% | – | ﹤0.01% | 2703 |
|
|
2023
Q2 | $0 | Buy |
7
+1
| +17% | – | ﹤0.01% | 2636 |
|
|
2023
Q1 | $0 | Buy |
6
+1
| +20% | – | ﹤0.01% | 2566 |
|
|
2022
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 2589 |
|
|
2022
Q3 | $0 | Sell |
5
-58
| -92% | – | ﹤0.01% | 2566 |
|
|
2022
Q2 | $3K | Buy |
63
+46
| +271% | +$2.19K | ﹤0.01% | 1538 |
|
|
2022
Q1 | $1K | Sell |
17
-5
| -23% | -$294 | ﹤0.01% | 1939 |
|
|
2021
Q4 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 1941 |
|