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IEQ Capital’s 1st Source SRCE Stock Holding History

IEQ Capital’s Portfolio SRCE Stock Details SRCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,393
Closed -$203K – 1982
2025
Q1 		$203K Sell
3,393
-897
-21% -$53.7K ﹤0.01% 1378
2024
Q4 		$250K Buy
+4,290
New +$250K ﹤0.01% 1100