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Ellsworth Advisors’s 1st Source SRCE Stock Holding History

Ellsworth Advisors’s Portfolio SRCE Stock Details SRCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$536K Buy
8,636
+231
+3% +$14.3K 0.13% 130
2025
Q1 		$503K Buy
+8,405
New +$503K 0.13% 142