GI
SRC

Gradient Investments’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Gradient Investments’s Portfolio SRC Stock Details SRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-14
Closed -$612 – 1900
2023
Q4 		$612 Hold
14
– – ﹤0.01% 1551
2023
Q3 		$469 Hold
14
– – ﹤0.01% 1564
2023
Q2 		$551 Buy
+14
New +$543 ﹤0.01% 1517
2020
Q2 		– Sell
-1
Closed – – 1239
2020
Q1 		$0 Buy
+1
New +$45 ﹤0.01% 1279
2019
Q3 		– Sell
-148
Closed -$6K – 1265
2019
Q2 		$6K Buy
+148
New +$6.25K ﹤0.01% 755
2016
Q3 		– Sell
-381
Closed -$22K – 793
2016
Q2 		$22K Buy
381
+158
+71% +$8.26K ﹤0.01% 338
2016
Q1 		$11K Buy
+223
New +$10.4K ﹤0.01% 430
2015
Q2 		– Sell
-669
Closed -$36K – 731
2015
Q1 		$36K Buy
+669
New +$37K 0.01% 274

Other funds holding SRC

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Gradient Investments's SRC Position: Q1 2024 in Review

Gradient Investments sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q1 2024, closing a stake of 14 shares — an estimated $612 sold.

Gradient Investments first reported a position in SRC in Q1 2015 and held it in 8 quarters. The position peaked at $36K in Q1 2015. 4 funds tracked by Wall St. Rank hold SRC as of Q1 2024.

  • Gradient Investments reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 14 SPIRIT REALTY CAPITAL, INC. shares in Q1 2024, an estimated $612.
  • Gradient Investments first reported a position in SPIRIT REALTY CAPITAL, INC. in Q1 2015 and held it in 8 quarters.
  • Gradient Investments's SPIRIT REALTY CAPITAL, INC. position peaked at $36K in Q1 2015.
  • 4 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.