Key Financial Inc’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Key Financial Inc’s Portfolio SRC Stock Details SRC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-24	Closed	-$1.05K	–	1331
2023 Q4	$1.05K	Hold	24	–	–	﹤0.01%	1177
2023 Q3	$805	Hold	24	–	–	﹤0.01%	1214
2023 Q2	$945	Hold	24	–	–	﹤0.01%	1249
2023 Q1	$956	Hold	24	–	–	﹤0.01%	1042
2022 Q4	$868	Hold	24	–	–	﹤0.01%	1049
2022 Q3	$1K	Hold	24	–	–	﹤0.01%	1099
2022 Q2	$1K	Hold	24	–	–	﹤0.01%	1075
2022 Q1	$1K	Hold	24	–	–	﹤0.01%	1054
2021 Q4	$1K	Hold	24	–	–	﹤0.01%	939
2021 Q3	$1K	Hold	24	–	–	﹤0.01%	901
2021 Q2	$1K	Hold	24	–	–	﹤0.01%	845
2021 Q1	$1K	Hold	24	–	–	﹤0.01%	759
2020 Q4	$1K	Buy	+24	New	+$865	﹤0.01%	706
2020 Q2	–	Sell	-24	Closed	-$1K	–	686
2020 Q1	$1K	Buy	+24	New	+$1.09K	﹤0.01%	669

Other funds holding SRC

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Key Financial Inc's SRC Position: Q1 2024 in Review

Key Financial Inc sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q1 2024, closing a stake of 24 shares — an estimated $1.05K sold.

Key Financial Inc first reported a position in SRC in Q1 2020 and held it in 14 quarters. The position peaked at $1.05K in Q4 2023. 4 funds tracked by Wall St. Rank hold SRC as of Q1 2024.

Key Financial Inc reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q1 2024 after selling out during the quarter.
Key Financial Inc sold 24 SPIRIT REALTY CAPITAL, INC. shares in Q1 2024, an estimated $1.05K.
Key Financial Inc first reported a position in SPIRIT REALTY CAPITAL, INC. in Q1 2020 and held it in 14 quarters.
Key Financial Inc's SPIRIT REALTY CAPITAL, INC. position peaked at $1.05K in Q4 2023.
4 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q1 2024.

Based on Key Financial Inc's 13F filing for Q1 2024, filed 1 May 2024.