Spire Wealth Management’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 | – | Sell |
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|
2025
Q1 | $778 | Hold |
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|
2024
Q4 | $759 | Hold |
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|
2024
Q3 | $778 | Hold |
|
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|
2024
Q2 | $697 | Hold |
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|
2024
Q1 | $681 | Hold |
|
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|
2023
Q4 | $691 | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $4K | Sell |
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|
2022
Q1 | $24K | Hold |
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|
2021
Q4 | $25K | Hold |
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|
2021
Q3 | $24K | Buy |
|