Jones Financial Companies’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
$70.4K Buy
1,138
+1
+0.1% +$62 ﹤0.01% 2087
2025
Q1
$68.5K Sell
1,137
-85
-7% -$5.12K ﹤0.01% 1938
2024
Q4
$71.3K Buy
1,222
+465
+61% +$27.1K ﹤0.01% 1751
2024
Q3
$44.1K Buy
+757
New +$44.1K ﹤0.01% 1688