HIA
SRC

Harbor Investment Advisory’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Harbor Investment Advisory’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
-100
Closed -$4.37K – 1362
2023
Q4 		$4.37K Hold
100
– – ﹤0.01% 960
2023
Q3 		$3.35K Hold
100
– – ﹤0.01% 974
2023
Q2 		$3.94K Hold
100
– – ﹤0.01% 1155
2023
Q1 		$3.98K Hold
100
– – ﹤0.01% 1157
2022
Q4 		$3.99K Hold
100
– – ﹤0.01% 1137
2022
Q3 		$4K Hold
100
– – ﹤0.01% 1174
2022
Q2 		$4K Hold
100
– – ﹤0.01% 1183
2022
Q1 		$5K Hold
100
– – ﹤0.01% 1170
2021
Q4 		$5K Hold
100
– – ﹤0.01% 1155
2021
Q3 		$5K Hold
100
– – ﹤0.01% 1158
2021
Q2 		$5K Buy
+100
New +$4.68K ﹤0.01% 1105

Other funds holding SRC

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
IFP Advisors
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
Huntington National Bank
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Harbor Investment Advisory's SRC Position: Q1 2024 in Review

Harbor Investment Advisory sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q1 2024, closing a stake of 100 shares — an estimated $4.37K sold.

Harbor Investment Advisory first reported a position in SRC in Q2 2021 and held it in 11 quarters. The position peaked at $5K in Q1 2022. 4 funds tracked by Wall St. Rank hold SRC as of Q1 2024.

  • Harbor Investment Advisory reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q1 2024 after selling out during the quarter.
  • Harbor Investment Advisory sold 100 SPIRIT REALTY CAPITAL, INC. shares in Q1 2024, an estimated $4.37K.
  • Harbor Investment Advisory first reported a position in SPIRIT REALTY CAPITAL, INC. in Q2 2021 and held it in 11 quarters.
  • Harbor Investment Advisory's SPIRIT REALTY CAPITAL, INC. position peaked at $5K in Q1 2022.
  • 4 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q1 2024.

Based on Harbor Investment Advisory's 13F filing for Q1 2024, filed 12 Apr 2024.