IFG Advisory’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 | $1.02M | Sell |
16,412
-165
| -1% | -$10.2K | 0.05% | 331 |
|
|
2025
Q1 | $991K | Sell |
16,577
-192
| -1% | -$11.5K | 0.05% | 322 |
|
|
2024
Q4 | $979K | Hold |
16,769
| – | – | 0.06% | 295 |
|
|
2024
Q3 | $1M | Sell |
16,769
-462
| -3% | -$27.7K | 0.06% | 272 |
|
|
2024
Q2 | $924K | Sell |
17,231
-95
| -0.5% | -$5.09K | 0.06% | 292 |
|
|
2024
Q1 | $908K | Sell |
17,326
-441
| -2% | -$23.1K | 0.07% | 260 |
|
|
2023
Q4 | $976K | Sell |
17,767
-241
| -1% | -$13.2K | 0.07% | 247 |
|
|
2023
Q3 | $758K | Buy |
18,008
+4,085
| +29% | +$172K | 0.06% | 265 |
|
|
2023
Q2 | $584K | Hold |
13,923
| – | – | 0.05% | 264 |
|
|
2023
Q1 | $601K | Sell |
13,923
-270
| -2% | -$11.7K | 0.06% | 284 |
|
|
2022
Q4 | $753K | Buy |
14,193
+287
| +2% | +$15.2K | 0.08% | 246 |
|
|
2022
Q3 | $643K | Hold |
13,906
| – | – | 0.06% | 278 |
|
|
2022
Q2 | $631K | Hold |
13,906
| – | – | 0.07% | 258 |
|
|
2022
Q1 | $643K | Buy |
13,906
+7,974
| +134% | +$369K | 0.06% | 266 |
|
|
2021
Q4 | $294K | Buy |
5,932
+190
| +3% | +$9.42K | 0.03% | 405 |
|
|
2021
Q3 | $271K | Buy |
+5,742
| New | +$271K | 0.03% | 412 |
|