Empowered Funds’s 1st Source SRCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.02M | Buy |
80,808
+2,730
| +3% | +$169K | 0.06% | 438 |
|
|
2025
Q1 | $4.67M | Buy |
78,078
+1,561
| +2% | +$93.4K | 0.07% | 403 |
|
|
2024
Q4 | $4.47M | Sell |
76,517
-8,075
| -10% | -$471K | 0.07% | 412 |
|
|
2024
Q3 | $5.07M | Buy |
84,592
+4,288
| +5% | +$257K | 0.08% | 355 |
|
|
2024
Q2 | $4.31M | Buy |
80,304
+5,760
| +8% | +$309K | 0.07% | 373 |
|
|
2024
Q1 | $3.91M | Buy |
74,544
+5,600
| +8% | +$294K | 0.07% | 384 |
|
|
2023
Q4 | $3.79M | Buy |
68,944
+6,144
| +10% | +$338K | 0.1% | 303 |
|
|
2023
Q3 | $2.64M | Buy |
62,800
+5,056
| +9% | +$213K | 0.08% | 361 |
|
|
2023
Q2 | $2.42M | Buy |
+57,744
| New | +$2.42M | 0.09% | 335 |
|