Lindbrook Capital’s 1st Source SRCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $9.51K | Sell |
159
-2
| -1% | -$120 | ﹤0.01% | 1677 |
|
|
2024
Q4 | $9.4K | Buy |
161
+2
| +1% | +$117 | ﹤0.01% | 1683 |
|
|
2024
Q3 | $9.52K | Hold |
159
| – | – | ﹤0.01% | 1704 |
|
|
2024
Q2 | $8.53K | Buy |
+159
| New | +$8.53K | ﹤0.01% | 1718 |
|
|
2023
Q3 | – | Sell |
-11
| Closed | -$461 | – | 2831 |
|
|
2023
Q2 | $461 | Sell |
11
-512
| -98% | -$21.5K | ﹤0.01% | 2529 |
|
|
2023
Q1 | $22.6K | Buy |
523
+170
| +48% | +$7.34K | ﹤0.01% | 1010 |
|
|
2022
Q4 | $18.7K | Buy |
353
+38
| +12% | +$2.02K | ﹤0.01% | 1089 |
|
|
2022
Q3 | $15K | Buy |
315
+167
| +113% | +$7.95K | ﹤0.01% | 1142 |
|
|
2022
Q2 | $7K | Buy |
148
+80
| +118% | +$3.78K | ﹤0.01% | 1429 |
|
|
2022
Q1 | $3K | Buy |
+68
| New | +$3K | ﹤0.01% | 1877 |
|
|
2020
Q4 | – | Sell |
-16
| Closed | – | – | 1871 |
|
|
2020
Q3 | $0 | Sell |
16
-40
| -71% | – | ﹤0.01% | 1832 |
|
|
2020
Q2 | $2K | Buy |
+56
| New | +$2K | ﹤0.01% | 1441 |
|