PFBT
SRC

Parkside Financial Bank & Trust’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Parkside Financial Bank & Trust’s Portfolio SRC Stock Details SRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,131
Closed -$49.4K – 2117
2023
Q4 		$49.4K Buy
1,131
+140
+14% +$5.4K 0.01% 688
2023
Q3 		$33.2K Buy
991
+126
+15% +$4.85K 0.01% 752
2023
Q2 		$34.1K Buy
865
+22
+3% +$853 0.01% 735
2023
Q1 		$33.6K Buy
843
+116
+16% +$4.8K 0.01% 717
2022
Q4 		$29K Sell
727
-18
-2% -$703 0.01% 739
2022
Q3 		$27K Buy
745
+230
+45% +$9.54K 0.01% 716
2022
Q2 		$20K Hold
515
– – 0.01% 819
2022
Q1 		$23K Sell
515
-5
-1% -$233 0.01% 804
2021
Q4 		$25K Sell
520
-38
-7% -$1.81K 0.01% 743
2021
Q3 		$26K Buy
558
+7
+1% +$348 0.01% 709
2021
Q2 		$26K Sell
551
-16
-3% -$750 0.01% 698
2021
Q1 		$24K Sell
567
-19
-3% -$778 0.01% 721
2020
Q4 		$24K Sell
586
-11
-2% -$397 0.01% 673
2020
Q3 		$20K Buy
597
+99
+20% +$3.45K 0.01% 650
2020
Q2 		$17K Buy
498
+129
+35% +$3.91K 0.01% 694
2020
Q1 		$10K Buy
369
+10
+3% +$453 ﹤0.01% 731
2019
Q4 		$18K Buy
359
+44
+14% +$2.19K 0.01% 694
2019
Q3 		$15K Sell
315
-4
-1% -$183 ﹤0.01% 709
2019
Q2 		$14K Buy
319
+287
+897% +$12.1K ﹤0.01% 732
2019
Q1 		$1K Hold
32
– – ﹤0.01% 1469
2018
Q4 		$1K Hold
32
– – ﹤0.01% 1367
2018
Q3 		$1K Sell
32
-1
-3% -$41 ﹤0.01% 1425
2018
Q2 		$1K Sell
33
-3
-8% -$114 ﹤0.01% 1420
2018
Q1 		$1K Hold
36
– – ﹤0.01% 1337
2017
Q4 		$1K Hold
36
– – ﹤0.01% 1262
2017
Q3 		$1K Hold
36
– – ﹤0.01% 1267
2017
Q2 		$1K Buy
+36
New +$1.35K ﹤0.01% 1299

Other funds holding SRC

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Parkside Financial Bank & Trust's SRC Position: Q1 2024 in Review

Parkside Financial Bank & Trust sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q1 2024, closing a stake of 1,131 shares — an estimated $49.4K sold.

Parkside Financial Bank & Trust first reported a position in SRC in Q2 2017 and held it in 27 quarters. The position peaked at $49.4K in Q4 2023. 4 funds tracked by Wall St. Rank hold SRC as of Q1 2024.

  • Parkside Financial Bank & Trust reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q1 2024 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 1,131 SPIRIT REALTY CAPITAL, INC. shares in Q1 2024, an estimated $49.4K.
  • Parkside Financial Bank & Trust first reported a position in SPIRIT REALTY CAPITAL, INC. in Q2 2017 and held it in 27 quarters.
  • Parkside Financial Bank & Trust's SPIRIT REALTY CAPITAL, INC. position peaked at $49.4K in Q4 2023.
  • 4 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q1 2024.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2024, filed 1 May 2024.