SPIA
SRC

Steward Partners Investment Advisory’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Steward Partners Investment Advisory’s Portfolio SRC Stock Details SRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-59
Closed -$2.58K – 3710
2023
Q4 		$2.58K Hold
59
– – ﹤0.01% 3159
2023
Q3 		$1.98K Hold
59
– – ﹤0.01% 3086
2023
Q2 		$2.32K Hold
59
– – ﹤0.01% 3000
2023
Q1 		$2.35K Sell
59
-322
-85% -$13.3K ﹤0.01% 2985
2022
Q4 		$15.2K Sell
381
-50
-12% -$1.95K ﹤0.01% 2372
2022
Q3 		$16K Buy
431
+50
+13% +$2.07K ﹤0.01% 2333
2022
Q2 		$14K Sell
381
-24
-6% -$1.01K ﹤0.01% 2398
2022
Q1 		$19K Buy
405
+124
+44% +$5.78K ﹤0.01% 2406
2021
Q4 		$14K Buy
281
+222
+376% +$10.6K ﹤0.01% 2487
2021
Q3 		$3K Hold
59
– – ﹤0.01% 2956
2021
Q2 		$3K Buy
+59
New +$2.76K ﹤0.01% 6813
2019
Q4 		– Sell
-800
Closed -$38K – 2779
2019
Q3 		$38K Hold
800
– – ﹤0.01% 1478
2019
Q2 		$34K Buy
+800
New +$33.8K ﹤0.01% 1489
2018
Q4 		– Sell
-800
Closed -$32K – 2294
2018
Q3 		$32K Hold
800
– – ﹤0.01% 1367
2018
Q2 		$32K Buy
+800
New +$30.4K ﹤0.01% 1278

Other funds holding SRC

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Steward Partners Investment Advisory's SRC Position: Q1 2024 in Review

Steward Partners Investment Advisory sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q1 2024, closing a stake of 59 shares — an estimated $2.58K sold.

Steward Partners Investment Advisory first reported a position in SRC in Q2 2018 and held it in 15 quarters. The position peaked at $38K in Q3 2019. 4 funds tracked by Wall St. Rank hold SRC as of Q1 2024.

  • Steward Partners Investment Advisory reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q1 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 59 SPIRIT REALTY CAPITAL, INC. shares in Q1 2024, an estimated $2.58K.
  • Steward Partners Investment Advisory first reported a position in SPIRIT REALTY CAPITAL, INC. in Q2 2018 and held it in 15 quarters.
  • Steward Partners Investment Advisory's SPIRIT REALTY CAPITAL, INC. position peaked at $38K in Q3 2019.
  • 4 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q1 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2024, filed 15 May 2024.