KFG Wealth 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 | $329K | Hold |
5,305
| – | – | 0.05% | 154 |
|
|
2025
Q1 | $317K | Hold |
5,305
| – | – | 0.06% | 149 |
|
|
2024
Q4 | $310K | Sell |
5,305
-886
| -14% | -$51.7K | 0.06% | 140 |
|
|
2024
Q3 | $371K | Buy |
6,191
+5
| +0.1% | +$299 | 0.08% | 128 |
|
|
2024
Q2 | $332K | Buy |
6,186
+6
| +0.1% | +$322 | 0.13% | 115 |
|
|
2024
Q1 | $324K | Buy |
6,180
+6
| +0.1% | +$315 | 0.13% | 114 |
|
|
2023
Q4 | $339K | Buy |
6,174
+6
| +0.1% | +$330 | 0.15% | 98 |
|
|
2023
Q3 | $260K | Sell |
6,168
-66
| -1% | -$2.78K | 0.14% | 109 |
|
|
2023
Q2 | $261K | Buy |
6,234
+7
| +0.1% | +$294 | 0.15% | 99 |
|
|
2023
Q1 | $273K | Buy |
6,227
+5
| +0.1% | +$220 | 0.19% | 69 |
|
|
2022
Q4 | $330K | Buy |
+6,222
| New | +$330K | 0.34% | 53 |
|