LPL Financial’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 | $565K | Sell |
9,108
-886
| -9% | -$55K | ﹤0.01% | 4212 |
|
|
2025
Q1 | $598K | Buy |
9,994
+236
| +2% | +$14.1K | ﹤0.01% | 3949 |
|
|
2024
Q4 | $570K | Buy |
9,758
+109
| +1% | +$6.36K | ﹤0.01% | 3929 |
|
|
2024
Q3 | $578K | Buy |
9,649
+1,221
| +14% | +$73.1K | ﹤0.01% | 3813 |
|
|
2024
Q2 | $452K | Buy |
8,428
+746
| +10% | +$40K | ﹤0.01% | 3887 |
|
|
2024
Q1 | $403K | Sell |
7,682
-92
| -1% | -$4.82K | ﹤0.01% | 3907 |
|
|
2023
Q4 | $427K | Buy |
+7,774
| New | +$427K | ﹤0.01% | 3735 |
|