Planned Solutions’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Planned Solutions’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	-4,259	Closed	-$186K	–	584
2023 Q4	$186K	Buy	+4,259	New	+$164K	0.09%	92
2022 Q1	–	Sell	-4,439	Closed	-$214K	–	82
2021 Q4	$214K	Buy	+4,439	New	+$211K	0.14%	74
2021 Q2	$204K	Buy	+4,259	New	+$200K	0.14%	67
2021 Q1	–	Sell	-4,439	Closed	-$178K	–	437
2020 Q4	$178K	Hold	4,439	–	–	0.14%	58
2020 Q3	$150K	Buy	+4,439	New	+$155K	0.15%	60

Other funds holding SRC

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Planned Solutions's SRC Position: Q1 2024 in Review

Planned Solutions sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q1 2024, closing a stake of 4,259 shares — an estimated $186K sold.

Planned Solutions first reported a position in SRC in Q3 2020 and held it in 5 quarters. The position peaked at $214K in Q4 2021. 4 funds tracked by Wall St. Rank hold SRC as of Q1 2024.

Planned Solutions reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q1 2024 after selling out during the quarter.
Planned Solutions sold 4,259 SPIRIT REALTY CAPITAL, INC. shares in Q1 2024, an estimated $186K.
Planned Solutions first reported a position in SPIRIT REALTY CAPITAL, INC. in Q3 2020 and held it in 5 quarters.
Planned Solutions's SPIRIT REALTY CAPITAL, INC. position peaked at $214K in Q4 2021.
4 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q1 2024.

Based on Planned Solutions's 13F filing for Q1 2024, filed 26 Apr 2024.