DIA
Dean Investment Associates’s 1st Source SRCE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.26M | Sell |
52,481
-8,906
| -15% | -$553K | 0.48% | 98 |
|
2025
Q1 | $3.67M | Buy |
61,387
+1,499
| +3% | +$89.7K | 0.54% | 69 |
|
2024
Q4 | $3.5M | Buy |
59,888
+849
| +1% | +$49.6K | 0.5% | 75 |
|
2024
Q3 | $3.54M | Sell |
59,039
-14,739
| -20% | -$883K | 0.48% | 82 |
|
2024
Q2 | $3.96M | Sell |
73,778
-5,713
| -7% | -$306K | 0.56% | 67 |
|
2024
Q1 | $4.17M | Buy |
79,491
+3,245
| +4% | +$170K | 0.57% | 74 |
|
2023
Q4 | $4.19M | Buy |
76,246
+14,513
| +24% | +$797K | 0.6% | 62 |
|
2023
Q3 | $2.6M | Buy |
61,733
+2,506
| +4% | +$105K | 0.43% | 93 |
|
2023
Q2 | $2.48M | Buy |
+59,227
| New | +$2.48M | 0.4% | 91 |
|