Northwestern Mutual Wealth Management’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 | $38.8K | Hold |
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|
2025
Q1 | $37.4K | Hold |
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|
2024
Q4 | $36.5K | Hold |
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|
2024
Q3 | $37.4K | Hold |
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|
2024
Q2 | $33.5K | Hold |
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|
2024
Q1 | $32.8K | Hold |
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|
2023
Q4 | $34.3K | Hold |
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|
2023
Q3 | $26.3K | Hold |
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|
2023
Q2 | $26.2K | Hold |
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|
2023
Q1 | $27K | Hold |
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|
2022
Q4 | $33.2K | Hold |
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|
2022
Q3 | $29K | Hold |
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|
2022
Q2 | $28K | Hold |
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|
2022
Q1 | $29K | Sell |
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|
2021
Q4 | $62K | Hold |
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|
2021
Q3 | $59K | Hold |
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|
2021
Q2 | $58K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $1K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $32K | Buy |
|