Essential Partners LLC’s 1st Source SRCE Stock Holding History

Essential Partners LLC’s Portfolio SRCE Stock Details SRCE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.34K	Sell
2025 Q4	$15.4K	Buy
2025 Q3	$13.6K	Buy
2025 Q2	$1.37K	Buy