Raymond James & Associates’s 1st Source SRCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $286K | Sell |
4,784
-270
| -5% | -$16.2K | ﹤0.01% | 3408 |
|
|
2024
Q2 | $271K | Sell |
5,054
-35
| -0.7% | -$1.88K | ﹤0.01% | 3402 |
|
|
2024
Q1 | $267K | Sell |
5,089
-170
| -3% | -$8.91K | ﹤0.01% | 3412 |
|
|
2023
Q4 | $289K | Sell |
5,259
-155
| -3% | -$8.52K | ﹤0.01% | 3274 |
|
|
2023
Q3 | $228K | Buy |
+5,414
| New | +$228K | ﹤0.01% | 3367 |
|
|
2023
Q1 | – | Sell |
-20,650
| Closed | -$1.1M | – | 3913 |
|
|
2022
Q4 | $1.1M | Sell |
20,650
-285
| -1% | -$15.1K | ﹤0.01% | 2370 |
|
|
2022
Q3 | $969K | Sell |
20,935
-155
| -0.7% | -$7.17K | ﹤0.01% | 2406 |
|
|
2022
Q2 | $957K | Buy |
21,090
+2,215
| +12% | +$101K | ﹤0.01% | 2467 |
|
|
2022
Q1 | $873K | Buy |
18,875
+13,250
| +236% | +$613K | ﹤0.01% | 2687 |
|
|
2021
Q4 | $279K | Buy |
+5,625
| New | +$279K | ﹤0.01% | 3463 |
|