Principal Financial Group’s 1st Source SRCE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-12,526
| Closed | -$749K | – | 2313 |
|
|
2025
Q1 | $749K | Buy |
12,526
+430
| +4% | +$25.7K | ﹤0.01% | 1880 |
|
|
2024
Q4 | $706K | Buy |
12,096
+1,001
| +9% | +$58.4K | ﹤0.01% | 1918 |
|
|
2024
Q3 | $664K | Buy |
+11,095
| New | +$664K | ﹤0.01% | 1896 |
|
|
2024
Q1 | – | Sell |
-5,726
| Closed | -$315K | – | 2489 |
|
|
2023
Q4 | $315K | Buy |
5,726
+589
| +11% | +$32.4K | ﹤0.01% | 2050 |
|
|
2023
Q3 | $216K | Buy |
+5,137
| New | +$216K | ﹤0.01% | 2142 |
|
|
2022
Q4 | – | Sell |
-4,327
| Closed | -$200K | – | 2535 |
|
|
2022
Q3 | $200K | Sell |
4,327
-3,824
| -47% | -$177K | ﹤0.01% | 2207 |
|
|
2022
Q2 | $370K | Sell |
8,151
-2,871
| -26% | -$130K | ﹤0.01% | 2133 |
|
|
2022
Q1 | $510K | Sell |
11,022
-5,594
| -34% | -$259K | ﹤0.01% | 2114 |
|
|
2021
Q4 | $824K | Sell |
16,616
-5,805
| -26% | -$288K | ﹤0.01% | 2022 |
|
|
2021
Q3 | $1.06M | Sell |
22,421
-165
| -0.7% | -$7.79K | ﹤0.01% | 1994 |
|
|
2021
Q2 | $1.05M | Buy |
22,586
+10,145
| +82% | +$471K | ﹤0.01% | 2026 |
|
|
2021
Q1 | $592K | Buy |
12,441
+941
| +8% | +$44.8K | ﹤0.01% | 2111 |
|
|
2020
Q4 | $463K | Buy |
11,500
+1,508
| +15% | +$60.7K | ﹤0.01% | 2130 |
|
|
2020
Q3 | $308K | Buy |
+9,992
| New | +$308K | ﹤0.01% | 2123 |
|