Legal & General Group’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
$1.33M Buy
21,427
+116
+0.5% +$7.2K ﹤0.01% 2146
2025
Q1
$1.27M Sell
21,311
-52
-0.2% -$3.11K ﹤0.01% 2092
2024
Q4
$1.25M Buy
21,363
+357
+2% +$20.8K ﹤0.01% 2168
2024
Q3
$1.26M Buy
21,006
+2,760
+15% +$165K ﹤0.01% 2153
2024
Q2
$978K Buy
18,246
+497
+3% +$26.6K ﹤0.01% 2205
2024
Q1
$930K Buy
17,749
+1,719
+11% +$90.1K ﹤0.01% 2220
2023
Q4
$881K Hold
16,030
﹤0.01% 2250
2023
Q3
$675K Sell
16,030
-127
-0.8% -$5.35K ﹤0.01% 2318
2023
Q2
$677K Sell
16,157
-163
-1% -$6.84K ﹤0.01% 2357
2023
Q1
$704K Buy
16,320
+778
+5% +$33.6K ﹤0.01% 2235
2022
Q4
$825K Buy
15,542
+174
+1% +$9.24K ﹤0.01% 2202
2022
Q3
$711K Buy
15,368
+124
+0.8% +$5.74K ﹤0.01% 2252
2022
Q2
$692K Buy
15,244
+226
+2% +$10.3K ﹤0.01% 2270
2022
Q1
$695K Hold
15,018
﹤0.01% 2312
2021
Q4
$745K Buy
15,018
+54
+0.4% +$2.68K ﹤0.01% 2308
2021
Q3
$706K Buy
14,964
+3,500
+31% +$165K ﹤0.01% 2334
2021
Q2
$533K Hold
11,464
﹤0.01% 2334
2021
Q1
$546K Buy
11,464
+200
+2% +$9.53K ﹤0.01% 2295
2020
Q4
$454K Hold
11,264
﹤0.01% 2279
2020
Q3
$347K Sell
11,264
-701
-6% -$21.6K ﹤0.01% 2267
2020
Q2
$426K Buy
11,965
+343
+3% +$12.2K ﹤0.01% 2206
2020
Q1
$377K Sell
11,622
-734
-6% -$23.8K ﹤0.01% 2146
2019
Q4
$641K Buy
12,356
+5,033
+69% +$261K ﹤0.01% 2170
2019
Q3
$335K Buy
7,323
+1,672
+30% +$76.5K ﹤0.01% 2244
2019
Q2
$262K Hold
5,651
﹤0.01% 2275
2019
Q1
$254K Hold
5,651
﹤0.01% 2285
2018
Q4
$228K Buy
5,651
+423
+8% +$17.1K ﹤0.01% 2278
2018
Q3
$275K Hold
5,228
﹤0.01% 2267
2018
Q2
$280K Sell
5,228
-3,968
-43% -$213K ﹤0.01% 2237
2018
Q1
$466K Buy
9,196
+2,945
+47% +$149K ﹤0.01% 2126
2017
Q4
$310K Sell
6,251
-370
-6% -$18.3K ﹤0.01% 2205
2017
Q3
$337K Buy
6,621
+2,755
+71% +$140K ﹤0.01% 2183
2017
Q2
$186K Buy
3,866
+137
+4% +$6.59K ﹤0.01% 2325
2017
Q1
$175K Sell
3,729
-85
-2% -$3.99K ﹤0.01% 2303
2016
Q4
$171K Buy
3,814
+1,101
+41% +$49.4K ﹤0.01% 2297
2016
Q3
$96K Sell
2,713
-302
-10% -$10.7K ﹤0.01% 2232
2016
Q2
$96K Hold
3,015
﹤0.01% 2114
2016
Q1
$97K Hold
3,015
﹤0.01% 2060
2015
Q4
$96K Hold
3,015
﹤0.01% 2101
2015
Q3
$93K Hold
3,015
﹤0.01% 2079
2015
Q2
$93K Hold
3,015
﹤0.01% 2161
2015
Q1
$88K Hold
3,015
﹤0.01% 2130
2014
Q4
$96K Hold
3,015
﹤0.01% 2004
2014
Q3
$78K Buy
+3,015
New +$78K ﹤0.01% 2088