HGERS
SRC

Householder Group Estate & Retirement Specialist’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Householder Group Estate & Retirement Specialist’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
-37
Closed -$1K – 1330
2023
Q4 		$1K Hold
37
– – ﹤0.01% 1102
2023
Q3 		$1.25K Buy
+37
New +$1.43K ﹤0.01% 1118
2023
Q1 		$30K Buy
758
+685
+938% +$28.4K 0.01% 551
2022
Q4 		$2K Sell
73
-1,129
-94% -$44.1K ﹤0.01% 324
2022
Q3 		$43K Buy
+1,202
New +$49.9K 0.02% 432

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 $18.1B AUM 24.69% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's SRC Position: Q1 2024 in Review

Householder Group Estate & Retirement Specialist sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q1 2024, closing a stake of 37 shares — an estimated $1K sold.

Householder Group Estate & Retirement Specialist first reported a position in SRC in Q3 2022 and held it in 5 quarters. The position peaked at $43K in Q3 2022. 4 funds tracked by Wall St. Rank hold SRC as of Q1 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q1 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 37 SPIRIT REALTY CAPITAL, INC. shares in Q1 2024, an estimated $1K.
  • Householder Group Estate & Retirement Specialist first reported a position in SPIRIT REALTY CAPITAL, INC. in Q3 2022 and held it in 5 quarters.
  • Householder Group Estate & Retirement Specialist's SPIRIT REALTY CAPITAL, INC. position peaked at $43K in Q3 2022.
  • 4 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q1 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q1 2024, filed 3 May 2024.