Ellsworth Advisors’s 1st Source SRCE Stock Holding History

Ellsworth Advisors’s Portfolio SRCE Stock Details SRCE Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$709K	Buy
2025 Q3	$609K	Buy
2025 Q2	$536K	Buy
2025 Q1	$503K	Buy