Creative Planning’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 | $284K | Buy |
+4,575
| New | +$284K | ﹤0.01% | 2935 |
|
|
2025
Q1 | – | Sell |
-78
| Closed | -$4.55K | – | 3671 |
|
|
2024
Q4 | $4.55K | Buy |
+78
| New | +$4.55K | ﹤0.01% | 3397 |
|
|
2014
Q1 | – | Sell |
-110
| Closed | -$3K | – | 3629 |
|
|
2013
Q4 | $3K | Buy |
+110
| New | +$3K | ﹤0.01% | 3024 |
|