Morgan Stanley’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
Q2 | $4.63M | Sell |
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|
2025
Q1 | $5.57M | Sell |
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|
2024
Q4 | $7.36M | Sell |
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|
2024
Q3 | $9.63M | Buy |
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|
2024
Q2 | $4.56M | Buy |
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|
2024
Q1 | $4.42M | Sell |
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|
2023
Q4 | $9.73M | Buy |
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|
2023
Q3 | $2.27M | Sell |
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|
2023
Q2 | $2.94M | Sell |
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|
2023
Q1 | $3.36M | Sell |
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|
2022
Q4 | $4.58M | Buy |
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|
2022
Q3 | $3.71M | Sell |
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|
2022
Q2 | $3.68M | Buy |
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|
2022
Q1 | $1.65M | Sell |
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|
2021
Q4 | $2.54M | Buy |
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|
2021
Q3 | $2.32M | Sell |
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|
2021
Q2 | $2.5M | Buy |
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|
2021
Q1 | $894K | Sell |
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|
2020
Q4 | $1.31M | Buy |
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|
2020
Q3 | $373K | Sell |
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|
2020
Q2 | $562K | Buy |
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|
2020
Q1 | $410K | Sell |
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|
2019
Q4 | $1.68M | Buy |
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|
2019
Q3 | $875K | Buy |
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|
2019
Q2 | $839K | Sell |
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|
2019
Q1 | $1.54M | Sell |
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|
2018
Q4 | $2.89M | Buy |
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|
2018
Q3 | $2.05M | Sell |
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|
2018
Q2 | $2.22M | Buy |
|
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|
2018
Q1 | $2.06M | Sell |
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|
2017
Q4 | $2.63M | Buy |
|
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|
2017
Q3 | $1.24M | Buy |
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|
2017
Q2 | $810K | Sell |
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|
2017
Q1 | $967K | Sell |
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|
2016
Q4 | $2.46M | Buy |
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|
2016
Q3 | $558K | Buy |
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|
2016
Q2 | $101K | Sell |
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|
2016
Q1 | $132K | Sell |
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|
2015
Q4 | $1.05M | Buy |
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|
2015
Q3 | $2K | Sell |
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|
2015
Q2 | $61K | Sell |
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|
2015
Q1 | $144K | Buy |
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|
2014
Q4 | $0 | Sell |
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|
2014
Q3 | $417K | Sell |
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|
2014
Q2 | $585K | Sell |
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|
2014
Q1 | $2.43M | Buy |
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|
2013
Q4 | $1.99M | Buy |
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|
2013
Q3 | $1.09M | Buy |
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|
2013
Q2 | $632K | Buy |
|