Truist Financial’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 | $238K | Sell |
3,834
-222
| -5% | -$13.8K | ﹤0.01% | 2303 |
|
|
2025
Q1 | $243K | Sell |
4,056
-435
| -10% | -$26K | ﹤0.01% | 2238 |
|
|
2024
Q4 | $262K | Sell |
4,491
-138
| -3% | -$8.06K | ﹤0.01% | 2209 |
|
|
2024
Q3 | $277K | Buy |
+4,629
| New | +$277K | ﹤0.01% | 2164 |
|
|
2023
Q2 | – | Sell |
-11,193
| Closed | -$483K | – | 2654 |
|
|
2023
Q1 | $483K | Hold |
11,193
| – | – | ﹤0.01% | 1991 |
|
|
2022
Q4 | $594K | Buy |
+11,193
| New | +$594K | ﹤0.01% | 1838 |
|
|
2022
Q3 | – | Sell |
-7,590
| Closed | -$345K | – | 2650 |
|
|
2022
Q2 | $345K | Buy |
+7,590
| New | +$345K | ﹤0.01% | 2121 |
|