Farther Finance 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 | $1.24K | Sell |
20
-60
| -75% | -$3.72K | ﹤0.01% | 3842 |
|
|
2025
Q1 | $4.79K | Buy |
80
+59
| +281% | +$3.53K | ﹤0.01% | 3081 |
|
|
2024
Q4 | $1.23K | Hold |
21
| – | – | ﹤0.01% | 3179 |
|
|
2024
Q3 | $1.26K | Buy |
21
+1
| +5% | +$60 | ﹤0.01% | 3163 |
|
|
2024
Q2 | $1.07K | Hold |
20
| – | – | ﹤0.01% | 3055 |
|
|
2024
Q1 | $1.03K | Hold |
20
| – | – | ﹤0.01% | 2762 |
|
|
2023
Q4 | $1.1K | Hold |
20
| – | – | ﹤0.01% | 2687 |
|
|
2023
Q3 | $842 | Hold |
20
| – | – | ﹤0.01% | 2121 |
|
|
2023
Q2 | $839 | Hold |
20
| – | – | ﹤0.01% | 2024 |
|
|
2023
Q1 | $863 | Hold |
20
| – | – | ﹤0.01% | 1882 |
|
|
2022
Q4 | $1.06K | Buy |
+20
| New | +$1.06K | ﹤0.01% | 1635 |
|