SEI Investments’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 | $3.03M | Sell |
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|
2025
Q1 | $3.48M | Buy |
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|
2024
Q4 | $3.12M | Buy |
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|
2024
Q3 | $1.67M | Buy |
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|
2024
Q2 | $318K | Hold |
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|
2024
Q1 | $311K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $229K | Sell |
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|
2023
Q1 | $324K | Sell |
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|
2022
Q4 | $462K | Sell |
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|
2022
Q3 | $537K | Sell |
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|
2022
Q2 | $547K | Buy |
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|
2022
Q1 | $464K | Buy |
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|
2021
Q4 | $453K | Sell |
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|
2021
Q3 | $430K | Buy |
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|
2021
Q2 | $329K | Sell |
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|
2021
Q1 | $330K | Sell |
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|
2020
Q4 | $391K | Buy |
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|
2020
Q3 | $296K | Buy |
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|
2020
Q2 | $323K | Buy |
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|
2020
Q1 | $246K | Buy |
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|
2019
Q4 | $346K | Buy |
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|
2019
Q3 | $274K | Hold |
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|
2019
Q2 | $278K | Sell |
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|
2019
Q1 | $377K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $2K | Sell |
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|
2018
Q1 | $2K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $56K | Buy |
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