Inspire Investing’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 | $388K | Buy |
6,258
+534
| +9% | +$33.1K | 0.04% | 617 |
|
|
2025
Q1 | $342K | Sell |
5,724
-1,103
| -16% | -$66K | 0.04% | 648 |
|
|
2024
Q4 | $399K | Sell |
6,827
-81
| -1% | -$4.73K | 0.04% | 706 |
|
|
2024
Q3 | $414K | Buy |
6,908
+293
| +4% | +$17.5K | 0.04% | 464 |
|
|
2024
Q2 | $355K | Sell |
6,615
-241
| -4% | -$12.9K | 0.04% | 414 |
|
|
2024
Q1 | $359K | Sell |
6,856
-137
| -2% | -$7.18K | 0.04% | 519 |
|
|
2023
Q4 | $384K | Sell |
6,993
-354
| -5% | -$19.5K | 0.04% | 526 |
|
|
2023
Q3 | $309K | Buy |
+7,347
| New | +$309K | 0.04% | 437 |
|