Lindbrook Capital’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
Q1 | $9.51K | Sell |
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|
2024
Q4 | $9.4K | Buy |
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|
2024
Q3 | $9.52K | Hold |
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|
2024
Q2 | $8.53K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $461 | Sell |
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|
2023
Q1 | $22.6K | Buy |
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|
2022
Q4 | $18.7K | Buy |
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|
2022
Q3 | $15K | Buy |
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|
2022
Q2 | $7K | Buy |
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|
2022
Q1 | $3K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $0 | Sell |
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|
2020
Q2 | $2K | Buy |
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