Jacobs Levy Equity Management’s 1st Source SRCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $702K | Hold |
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|
2025
Q1 | $676K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $472K | Sell |
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|
2023
Q2 | $472K | Sell |
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|
2023
Q1 | $666K | Sell |
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|
2022
Q4 | $993K | Sell |
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|
2022
Q3 | $913K | Sell |
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|
2022
Q2 | $1.08M | Sell |
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|
2022
Q1 | $1.13M | Buy |
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|
2021
Q4 | $676K | Buy |
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|
2021
Q3 | $533K | Sell |
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|
2021
Q2 | $532K | Sell |
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|
2021
Q1 | $558K | Buy |
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|
2020
Q4 | $208K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $527K | Sell |
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|
2020
Q1 | $742K | Buy |
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|
2019
Q4 | $1.03M | Buy |
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|
2019
Q3 | $849K | Hold |
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|
2019
Q2 | $862K | Buy |
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|
2019
Q1 | $610K | Buy |
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