Smartleaf Asset Management’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 | $24.9K | Sell |
402
-73
| -15% | -$4.51K | ﹤0.01% | 1463 |
|
|
2025
Q1 | $28.6K | Hold |
475
| – | – | ﹤0.01% | 1426 |
|
|
2024
Q4 | $27.8K | Hold |
475
| – | – | ﹤0.01% | 1471 |
|
|
2024
Q3 | $27.6K | Hold |
475
| – | – | ﹤0.01% | 1171 |
|
|
2024
Q2 | $24.6K | Buy |
475
+73
| +18% | +$3.79K | ﹤0.01% | 959 |
|
|
2024
Q1 | $20.8K | Buy |
402
+2
| +0.5% | +$103 | ﹤0.01% | 851 |
|
|
2023
Q4 | $22.4K | Buy |
+400
| New | +$22.4K | 0.01% | 655 |
|