Franklin Resources’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 | $776K | Buy |
12,500
+1,312
| +12% | +$81.4K | ﹤0.01% | 2102 |
|
|
2025
Q1 | $669K | Buy |
11,188
+130
| +1% | +$7.78K | ﹤0.01% | 2131 |
|
|
2024
Q4 | $646K | Buy |
11,058
+40
| +0.4% | +$2.34K | ﹤0.01% | 2169 |
|
|
2024
Q3 | $663K | Buy |
11,018
+750
| +7% | +$45.1K | ﹤0.01% | 2150 |
|
|
2024
Q2 | $551K | Buy |
10,268
+1,599
| +18% | +$85.7K | ﹤0.01% | 2179 |
|
|
2024
Q1 | $454K | Buy |
+8,669
| New | +$454K | ﹤0.01% | 2289 |
|