Frazier Financial 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 | $30.7K | Hold |
494
| – | – | 0.02% | 207 |
|
2025
Q1 | $29.5K | Hold |
494
| – | – | 0.02% | 200 |
|
2024
Q4 | $29K | Hold |
494
| – | – | 0.02% | 198 |
|
2024
Q3 | $29.6K | Hold |
494
| – | – | 0.02% | 208 |
|
2024
Q2 | $26.5K | Hold |
494
| – | – | 0.02% | 239 |
|
2024
Q1 | $25.9K | Hold |
494
| – | – | 0.02% | 226 |
|
2023
Q4 | $27.1K | Buy |
+494
| New | +$27.1K | 0.02% | 197 |
|