Occudo Quantitative Strategies’s 1st Source SRCE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-4,589
Closed -$268K 901
2024
Q4
$268K Sell
4,589
-862
-16% -$50.3K 0.05% 490
2024
Q3
$326K Sell
5,451
-811
-13% -$48.6K 0.06% 425
2024
Q2
$336K Buy
+6,262
New +$336K 0.06% 426