Rothschild Investment LLC’s 1st Source SRCE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.24K	Sell	20 -15	-43%	-$931	﹤0.01%	2345
2025 Q1	$2.09K	Buy	35 +10	+40%	+$598	﹤0.01%	1872
2024 Q4	$1.46K	Hold	25	–	–	﹤0.01%	1991
2024 Q3	$1.5K	Buy	25 +15	+150%	+$898	﹤0.01%	1887
2024 Q2	$536	Buy	+10	New	+$536	﹤0.01%	1967