Indiana 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 | $2.27M | Sell |
36,541
-886
| -2% | -$55K | 0.75% | 23 |
|
|
2025
Q1 | $2.24M | Sell |
37,427
-8,528
| -19% | -$510K | 0.81% | 22 |
|
|
2024
Q4 | $2.68M | Sell |
45,955
-550
| -1% | -$32.1K | 0.91% | 19 |
|
|
2024
Q3 | $2.78M | Sell |
46,505
-2,250
| -5% | -$135K | 0.95% | 20 |
|
|
2024
Q2 | $2.61M | Sell |
48,755
-1,277
| -3% | -$68.5K | 0.96% | 19 |
|
|
2024
Q1 | $2.62M | Buy |
50,032
+5,444
| +12% | +$285K | 1.06% | 18 |
|
|
2023
Q4 | $2.45M | Buy |
44,588
+18,187
| +69% | +$999K | 1.11% | 17 |
|
|
2023
Q3 | $1.11M | Sell |
26,401
-892
| -3% | -$37.5K | 0.56% | 45 |
|
|
2023
Q2 | $1.14M | Hold |
27,293
| – | – | 0.58% | 36 |
|
|
2023
Q1 | $1.18M | Hold |
27,293
| – | – | 0.64% | 32 |
|
|
2022
Q4 | $1.45K | Sell |
27,293
-1,580
| -5% | -$84 | 0.82% | 29 |
|
|
2022
Q3 | $1.34M | Sell |
28,873
-290
| -1% | -$13.4K | 0.81% | 26 |
|
|
2022
Q2 | $1.32M | Hold |
29,163
| – | – | 0.74% | 31 |
|
|
2022
Q1 | $1.35M | Sell |
29,163
-5,000
| -15% | -$231K | 0.65% | 33 |
|
|
2021
Q4 | $1.69M | Sell |
34,163
-296
| -0.9% | -$14.7K | 0.78% | 29 |
|
|
2021
Q3 | $1.63M | Sell |
34,459
-25,593
| -43% | -$1.21M | 0.82% | 28 |
|
|
2021
Q2 | $2.42M | Buy |
60,052
+24,301
| +68% | +$979K | 1.33% | 15 |
|
|
2021
Q1 | $1.7M | Sell |
35,751
-24,301
| -40% | -$1.16M | 0.91% | 27 |
|
|
2020
Q4 | $2.42M | Sell |
60,052
-6,376
| -10% | -$257K | 1.33% | 15 |
|
|
2020
Q3 | $2.05M | Sell |
66,428
-19,450
| -23% | -$600K | 1.22% | 18 |
|
|
2020
Q2 | $3.06M | Hold |
85,878
| – | – | 1.89% | 12 |
|
|
2020
Q1 | $2.79M | Sell |
85,878
-500
| -0.6% | -$16.2K | 1.98% | 10 |
|
|
2019
Q4 | $4.48M | Buy |
86,378
+4,087
| +5% | +$212K | 2.5% | 9 |
|
|
2019
Q3 | $3.76M | Buy |
82,291
+31,732
| +63% | +$1.45M | 2.11% | 10 |
|
|
2019
Q2 | $2.35M | Buy |
50,559
+40
| +0.1% | +$1.86K | 1.29% | 13 |
|
|
2019
Q1 | $2.27M | Sell |
50,519
-1,319
| -3% | -$59.2K | 1.17% | 18 |
|
|
2018
Q4 | $2.09M | Hold |
51,838
| – | – | 1.17% | 19 |
|
|
2018
Q3 | $2.73M | Sell |
51,838
-2,082
| -4% | -$110K | 1.25% | 15 |
|
|
2018
Q2 | $2.88M | Sell |
53,920
-1,012
| -2% | -$54.1K | 1.37% | 14 |
|
|
2018
Q1 | $2.78M | Sell |
54,932
-1,900
| -3% | -$96.2K | 1.29% | 16 |
|
|
2017
Q4 | $2.81M | Hold |
56,832
| – | – | 1.3% | 16 |
|
|
2017
Q3 | $2.89M | Sell |
56,832
-73
| -0.1% | -$3.71K | 1.39% | 14 |
|
|
2017
Q2 | $2.73M | Buy |
56,905
+696
| +1% | +$33.4K | 1.34% | 16 |
|
|
2017
Q1 | $2.64M | Sell |
56,209
-5,269
| -9% | -$247K | 1.32% | 18 |
|
|
2016
Q4 | $2.75M | Sell |
61,478
-2,050
| -3% | -$91.5K | 1.42% | 17 |
|
|
2016
Q3 | $2.27M | Sell |
63,528
-950
| -1% | -$33.9K | 1.13% | 21 |
|
|
2016
Q2 | $2.09M | Sell |
64,478
-2,415
| -4% | -$78.2K | 1.05% | 22 |
|
|
2016
Q1 | $2.13M | Sell |
66,893
-14,803
| -18% | -$471K | 1.12% | 22 |
|
|
2015
Q4 | $2.8M | Buy |
81,696
+14,211
| +21% | +$488K | 1.46% | 11 |
|
|
2015
Q3 | $2.08M | Sell |
67,485
-14,082
| -17% | -$434K | 1.19% | 19 |
|
|
2015
Q2 | $2.53M | Sell |
81,567
-4,449
| -5% | -$138K | 1.31% | 16 |
|
|
2015
Q1 | $2.51M | Sell |
86,016
-3,850
| -4% | -$112K | 1.27% | 15 |
|
|
2014
Q4 | $2.8M | Sell |
89,866
-5,016
| -5% | -$156K | 1.46% | 11 |
|
|
2014
Q3 | $2.46M | Sell |
94,882
-587
| -0.6% | -$15.2K | 1.29% | 15 |
|
|
2014
Q2 | $2.66M | Sell |
95,469
-462
| -0.5% | -$12.9K | 1.54% | 12 |
|
|
2014
Q1 | $2.8M | Sell |
95,931
-5,880
| -6% | -$172K | 1.74% | 9 |
|
|
2013
Q4 | $2.96M | Sell |
101,811
-3,778
| -4% | -$110K | 1.68% | 8 |
|
|
2013
Q3 | $2.58M | Buy |
105,589
+147
| +0.1% | +$3.6K | 1.56% | 8 |
|
|
2013
Q2 | $2.28M | Buy |
+105,442
| New | +$2.28M | 1.88% | 14 |
|