SSG
SRC

Summit Securities Group’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Summit Securities Group’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
-801
Closed -$35K – 995
2023
Q4 		$35K Buy
+801
New +$30.9K ﹤0.01% 427
2019
Q4 		– Sell
-63,900
Closed -$3.06M – 543
2019
Q3 		$3.06M Buy
+63,900
New +$2.93M 0.27% 64
2017
Q4 		– Sell
-2,475
Closed -$95K – 276
2017
Q3 		$95K Buy
+2,475
New +$91.4K 0.02% 198
2013
Q3 		– Sell
-12
Closed -$1K – 574
2013
Q2 		$1K Buy
+12
New +$575 ﹤0.01% 548

Other funds holding SRC

MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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