Curi RMB Capital’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 | $203K | Hold |
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|
2025
Q2 | $205K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $247K | Hold |
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|
2020
Q1 | $225K | Sell |
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|
2019
Q4 | $529K | Hold |
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|
2019
Q3 | $467K | Hold |
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|
2019
Q2 | $473K | Sell |
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|
2019
Q1 | $676K | Buy |
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|
2018
Q4 | $474K | Sell |
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|
2018
Q3 | $792K | Hold |
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|
2018
Q2 | $804K | Hold |
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|
2018
Q1 | $762K | Buy |
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|
2017
Q4 | $581K | Buy |
|