UBS AM’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 | $3.6M | Buy |
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|
2025
Q1 | $1.98M | Buy |
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|
2024
Q4 | $1.49M | Buy |
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|
2024
Q3 | $1.12M | Sell |
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|
2024
Q2 | $1.17M | Buy |
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|
2024
Q1 | $330K | Hold |
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|
2023
Q4 | $346K | Hold |
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|
2023
Q3 | $265K | Hold |
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|
2023
Q2 | $271K | Hold |
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|
2023
Q1 | $271K | Hold |
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|
2022
Q4 | $334K | Hold |
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|
2022
Q3 | $291K | Hold |
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|
2022
Q2 | $286K | Hold |
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|
2022
Q1 | $291K | Hold |
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|
2021
Q4 | $312K | Hold |
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|
2021
Q3 | $297K | Hold |
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|
2021
Q2 | $292K | Buy |
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|
2021
Q1 | $231K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $232K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $268K | Buy |
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|
2019
Q3 | $234K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $853 | Hold |
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|
2018
Q4 | $766 | Hold |
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|
2018
Q3 | $1K | Hold |
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|
2018
Q2 | $1.01K | Hold |
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|
2018
Q1 | $962 | Hold |
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|
2017
Q4 | $940 | Hold |
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|
2017
Q3 | $965 | Hold |
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|
2017
Q2 | $911 | Buy |
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