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Financial Life Planners’s 1st Source SRCE Stock Holding History

Financial Life Planners’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 		– Sell
-2,784
Closed -$166K – 80
2025
Q1 		$166K Buy
2,784
+1,963
+239% +$117K 0.16% 55
2024
Q4 		$47.9K Buy
+821
New +$47.9K 0.04% 123