Spire Wealth 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 | – | Sell |
-13
| Closed | -$778 | – | 2553 |
|
|
2025
Q1 | $778 | Hold |
13
| – | – | ﹤0.01% | 2420 |
|
|
2024
Q4 | $759 | Hold |
13
| – | – | ﹤0.01% | 2406 |
|
|
2024
Q3 | $778 | Hold |
13
| – | – | ﹤0.01% | 2122 |
|
|
2024
Q2 | $697 | Hold |
13
| – | – | ﹤0.01% | 2164 |
|
|
2024
Q1 | $681 | Hold |
13
| – | – | ﹤0.01% | 2265 |
|
|
2023
Q4 | $691 | Buy |
+13
| New | +$691 | ﹤0.01% | 2319 |
|
|
2022
Q3 | – | Sell |
-94
| Closed | -$4K | – | 2559 |
|
|
2022
Q2 | $4K | Sell |
94
-415
| -82% | -$17.7K | ﹤0.01% | 2216 |
|
|
2022
Q1 | $24K | Hold |
509
| – | – | ﹤0.01% | 1743 |
|
|
2021
Q4 | $25K | Hold |
509
| – | – | ﹤0.01% | 2044 |
|
|
2021
Q3 | $24K | Buy |
+509
| New | +$24K | ﹤0.01% | 1786 |
|