Principal Financial Group’s 1st Source SRCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
|
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|
2025
Q1 | $749K | Buy |
|
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|
2024
Q4 | $706K | Buy |
|
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|
2024
Q3 | $664K | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $315K | Buy |
|
|||||
|
2023
Q3 | $216K | Buy |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $200K | Sell |
|
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|
2022
Q2 | $370K | Sell |
|
|||||
|
2022
Q1 | $510K | Sell |
|
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|
2021
Q4 | $824K | Sell |
|
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|
2021
Q3 | $1.06M | Sell |
|
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|
2021
Q2 | $1.05M | Buy |
|
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|
2021
Q1 | $592K | Buy |
|
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|
2020
Q4 | $463K | Buy |
|
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|
2020
Q3 | $308K | Buy |
|