IFP Advisors’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 | – | Hold |
0
| – | – | – | 3484 |
|
|
2025
Q1 | – | Sell |
-3
| Closed | -$175 | – | 4670 |
|
|
2024
Q4 | $175 | Buy |
+3
| New | +$175 | ﹤0.01% | 3809 |
|
|
2022
Q4 | – | Sell |
-80
| Closed | -$5K | – | 4823 |
|
|
2022
Q3 | $5K | Hold |
80
| – | – | ﹤0.01% | 4060 |
|
|
2022
Q2 | $5K | Hold |
80
| – | – | ﹤0.01% | 3830 |
|
|
2022
Q1 | $5K | Buy |
+80
| New | +$5K | ﹤0.01% | 3830 |
|
|
2021
Q3 | – | Sell |
-4
| Closed | – | – | 4447 |
|
|
2021
Q2 | $0 | Buy |
+4
| New | – | ﹤0.01% | 4233 |
|