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Safeguard Financial’s 1st Source SRCE Stock Holding History

Safeguard Financial’s Portfolio SRCE Stock Details SRCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,251
Closed -$52K – 486
2023
Q2 		$52K Buy
+1,251
New +$52K 0.03% 153