SS
SRC

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

Sunbelt Securities’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
-147
Closed -$6.42K – 1808
2023
Q4 		$6.42K Hold
147
– – ﹤0.01% 1258
2023
Q3 		$4.93K Sell
147
-152
-51% -$5.86K ﹤0.01% 1312
2023
Q2 		$11.8K Buy
299
+3
+1% +$116 ﹤0.01% 1138
2023
Q1 		$11.5K Buy
+296
New +$12.3K ﹤0.01% 1092
2022
Q1 		– Sell
-5,140
Closed -$235K – 492
2021
Q4 		$235K Buy
5,140
+3
+0.1% +$143 0.04% 416
2021
Q3 		$249K Hold
5,137
– – 0.04% 387
2021
Q2 		$249K Buy
5,137
+4
+0.1% +$187 0.04% 386
2021
Q1 		$218K Buy
5,133
+133
+3% +$5.44K 0.04% 384
2020
Q4 		$201K Buy
+5,000
New +$180K 0.04% 374

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

Sunbelt Securities's SRC Position: Q1 2024 in Review

Sunbelt Securities sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q1 2024, closing a stake of 147 shares — an estimated $6.42K sold.

Sunbelt Securities first reported a position in SRC in Q4 2020 and held it in 9 quarters. The position peaked at $249K in Q3 2021. 4 funds tracked by Wall St. Rank hold SRC as of Q1 2024.

  • Sunbelt Securities reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q1 2024 after selling out during the quarter.
  • Sunbelt Securities sold 147 SPIRIT REALTY CAPITAL, INC. shares in Q1 2024, an estimated $6.42K.
  • Sunbelt Securities first reported a position in SPIRIT REALTY CAPITAL, INC. in Q4 2020 and held it in 9 quarters.
  • Sunbelt Securities's SPIRIT REALTY CAPITAL, INC. position peaked at $249K in Q3 2021.
  • 4 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q1 2024.

Based on Sunbelt Securities's 13F filing for Q1 2024, filed 15 Apr 2024.