Dynamic Technology Lab’s 1st Source SRCE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Buy |
22,685
+13,383
| +144% | +$831K | 0.19% | 146 |
|
|
2025
Q1 | $556K | Buy |
9,302
+5,543
| +147% | +$331K | 0.08% | 435 |
|
|
2024
Q4 | $219K | Buy |
+3,759
| New | +$219K | 0.04% | 736 |
|
|
2020
Q1 | – | Sell |
-9,213
| Closed | -$478K | – | 1357 |
|
|
2019
Q4 | $478K | Buy |
+9,213
| New | +$478K | 0.08% | 471 |
|
|
2019
Q1 | – | Sell |
-8,880
| Closed | -$358K | – | 1316 |
|
|
2018
Q4 | $358K | Sell |
8,880
-527
| -6% | -$21.2K | 0.06% | 558 |
|
|
2018
Q3 | $495K | Buy |
+9,407
| New | +$495K | 0.07% | 524 |
|
|
2018
Q1 | – | Sell |
-6,983
| Closed | -$345K | – | 1345 |
|
|
2017
Q4 | $345K | Buy |
+6,983
| New | +$345K | 0.06% | 628 |
|