Meeder Asset 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 | $70.6K | Buy |
+1,138
| New | +$70.6K | ﹤0.01% | 334 |
|
|
2020
Q4 | – | Sell |
-255
| Closed | -$8K | – | 2196 |
|
|
2020
Q3 | $8K | Buy |
+255
| New | +$8K | ﹤0.01% | 1449 |
|
|
2020
Q2 | – | Sell |
-2,048
| Closed | -$66K | – | 2441 |
|
|
2020
Q1 | $66K | Sell |
2,048
-485
| -19% | -$15.6K | 0.01% | 830 |
|
|
2019
Q4 | $131K | Buy |
2,533
+753
| +42% | +$38.9K | 0.01% | 723 |
|
|
2019
Q3 | $81K | Hold |
1,780
| – | – | 0.01% | 863 |
|
|
2019
Q2 | $83K | Sell |
1,780
-98
| -5% | -$4.57K | 0.01% | 808 |
|
|
2019
Q1 | $84K | Hold |
1,878
| – | – | 0.01% | 745 |
|
|
2018
Q4 | $76K | Hold |
1,878
| – | – | 0.01% | 713 |
|
|
2018
Q3 | $99K | Hold |
1,878
| – | – | 0.01% | 644 |
|
|
2018
Q2 | $100K | Hold |
1,878
| – | – | 0.01% | 624 |
|
|
2018
Q1 | $95K | Buy |
1,878
+80
| +4% | +$4.05K | 0.01% | 557 |
|
|
2017
Q4 | $89K | Buy |
1,798
+929
| +107% | +$46K | 0.01% | 581 |
|
|
2017
Q3 | $44K | Buy |
869
+839
| +2,797% | +$42.5K | ﹤0.01% | 705 |
|
|
2017
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 1552 |
|
|
2017
Q1 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 1552 |
|