KFG Wealth 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
Q3 | $327K | Hold |
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|
2025
Q2 | $329K | Hold |
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|
2025
Q1 | $317K | Hold |
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|
2024
Q4 | $310K | Sell |
|
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|
2024
Q3 | $371K | Buy |
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|
2024
Q2 | $332K | Buy |
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|
2024
Q1 | $324K | Buy |
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|
2023
Q4 | $339K | Buy |
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|
2023
Q3 | $260K | Sell |
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|
2023
Q2 | $261K | Buy |
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|
2023
Q1 | $273K | Buy |
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|
2022
Q4 | $330K | Buy |
|