KA
SRC

Kovack Advisors’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Kovack Advisors’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
-17,328
Closed -$757K – 621
2023
Q4 		$757K Buy
17,328
+2,329
+16% +$89.8K 0.09% 213
2023
Q3 		$503K Sell
14,999
-631
-4% -$24.3K 0.07% 261
2023
Q2 		$616K Hold
15,630
– – 0.08% 250
2023
Q1 		$623K Buy
+15,630
New +$647K 0.08% 244

Other funds holding SRC

MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
S
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