EverSource Wealth Advisors’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	$27.1K	Buy	437 +371	+562%	+$23K	﹤0.01%	2048
2025 Q1	$3.95K	Buy	66 +47	+247%	+$2.81K	﹤0.01%	2610
2024 Q4	$1.11K	Buy	+19	New	+$1.11K	﹤0.01%	2929