Legato Capital 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 | $1.64M | Sell |
26,458
-800
| -3% | -$49.7K | 0.2% | 149 |
|
2025
Q1 | $1.63M | Buy |
27,258
+1,878
| +7% | +$112K | 0.22% | 142 |
|
2024
Q4 | $1.48M | Buy |
25,380
+2,255
| +10% | +$132K | 0.19% | 179 |
|
2024
Q3 | $1.38M | Sell |
23,125
-4,099
| -15% | -$245K | 0.17% | 208 |
|
2024
Q2 | $1.46M | Sell |
27,224
-2
| -0% | -$107 | 0.2% | 181 |
|
2024
Q1 | $1.43M | Buy |
27,226
+1,417
| +5% | +$74.3K | 0.17% | 196 |
|
2023
Q4 | $1.42M | Buy |
25,809
+1,126
| +5% | +$61.9K | 0.19% | 172 |
|
2023
Q3 | $1.04M | Buy |
24,683
+1,084
| +5% | +$45.6K | 0.15% | 235 |
|
2023
Q2 | $990K | Buy |
+23,599
| New | +$990K | 0.13% | 263 |
|