DIA
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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