Harbour Trust & Investment Management’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 | $233K | Hold |
3,758
| – | – | 0.03% | 146 |
|
|
2025
Q1 | $225K | Hold |
3,758
| – | – | 0.03% | 144 |
|
|
2024
Q4 | $219K | Sell |
3,758
-201
| -5% | -$11.7K | 0.03% | 149 |
|
|
2024
Q3 | $237K | Hold |
3,959
| – | – | 0.03% | 146 |
|
|
2024
Q2 | $212K | Hold |
3,959
| – | – | 0.03% | 154 |
|
|
2024
Q1 | $208K | Hold |
3,959
| – | – | 0.03% | 160 |
|
|
2023
Q4 | $218K | Buy |
+3,959
| New | +$218K | 0.03% | 157 |
|