Northwestern Mutual Wealth 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 | $38.8K | Hold |
625
| – | – | ﹤0.01% | 2359 |
|
|
2025
Q1 | $37.4K | Hold |
625
| – | – | ﹤0.01% | 2279 |
|
|
2024
Q4 | $36.5K | Hold |
625
| – | – | ﹤0.01% | 2298 |
|
|
2024
Q3 | $37.4K | Hold |
625
| – | – | ﹤0.01% | 2262 |
|
|
2024
Q2 | $33.5K | Hold |
625
| – | – | ﹤0.01% | 2230 |
|
|
2024
Q1 | $32.8K | Hold |
625
| – | – | ﹤0.01% | 2247 |
|
|
2023
Q4 | $34.3K | Hold |
625
| – | – | ﹤0.01% | 2201 |
|
|
2023
Q3 | $26.3K | Hold |
625
| – | – | ﹤0.01% | 2216 |
|
|
2023
Q2 | $26.2K | Hold |
625
| – | – | ﹤0.01% | 2217 |
|
|
2023
Q1 | $27K | Hold |
625
| – | – | ﹤0.01% | 2158 |
|
|
2022
Q4 | $33.2K | Hold |
625
| – | – | ﹤0.01% | 2056 |
|
|
2022
Q3 | $29K | Hold |
625
| – | – | ﹤0.01% | 2074 |
|
|
2022
Q2 | $28K | Hold |
625
| – | – | ﹤0.01% | 2111 |
|
|
2022
Q1 | $29K | Sell |
625
-625
| -50% | -$29K | ﹤0.01% | 2153 |
|
|
2021
Q4 | $62K | Hold |
1,250
| – | – | ﹤0.01% | 1897 |
|
|
2021
Q3 | $59K | Hold |
1,250
| – | – | ﹤0.01% | 1844 |
|
|
2021
Q2 | $58K | Buy |
+1,250
| New | +$58K | ﹤0.01% | 1806 |
|
|
2017
Q1 | – | Sell |
-13
| Closed | -$1K | – | 2369 |
|
|
2016
Q4 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 2232 |
|
|
2014
Q2 | – | Sell |
-1,085
| Closed | -$32K | – | 1376 |
|
|
2014
Q1 | $32K | Buy |
+1,085
| New | +$32K | ﹤0.01% | 671 |
|