Oberweis 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 | $5.13M | Buy |
82,700
+9,200
| +13% | +$571K | 0.22% | 139 |
|
|
2025
Q1 | $4.4M | Hold |
73,500
| – | – | 0.22% | 142 |
|
|
2024
Q4 | $4.29M | Buy |
73,500
+1,700
| +2% | +$99.2K | 0.2% | 150 |
|
|
2024
Q3 | $4.3M | Buy |
71,800
+7,900
| +12% | +$473K | 0.22% | 147 |
|
|
2024
Q2 | $3.43M | Hold |
63,900
| – | – | 0.21% | 149 |
|
|
2024
Q1 | $3.35M | Buy |
63,900
+3,900
| +7% | +$204K | 0.24% | 149 |
|
|
2023
Q4 | $3.3M | Buy |
60,000
+4,100
| +7% | +$225K | 0.31% | 130 |
|
|
2023
Q3 | $2.35M | Buy |
+55,900
| New | +$2.35M | 0.25% | 141 |
|