Valeo Financial Advisors’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 | $773K | Buy |
12,461
+2,083
| +20% | +$129K | 0.02% | 353 |
|
|
2025
Q1 | $621K | Buy |
10,378
+254
| +3% | +$15.2K | 0.02% | 355 |
|
|
2024
Q4 | $591K | Buy |
10,124
+221
| +2% | +$12.9K | 0.02% | 368 |
|
|
2024
Q3 | $593K | Sell |
9,903
-582
| -6% | -$34.9K | 0.02% | 370 |
|
|
2024
Q2 | $562K | Buy |
10,485
+2,661
| +34% | +$143K | 0.02% | 359 |
|
|
2024
Q1 | $399K | Buy |
7,824
+547
| +8% | +$27.9K | 0.01% | 433 |
|
|
2023
Q4 | $400K | Buy |
+7,277
| New | +$400K | 0.02% | 416 |
|
|
2023
Q1 | – | Sell |
-3,918
| Closed | -$208K | – | 643 |
|
|
2022
Q4 | $208K | Buy |
+3,918
| New | +$208K | 0.01% | 477 |
|
|
2021
Q2 | – | Sell |
-75
| Closed | -$4K | – | 1550 |
|
|
2021
Q1 | $4K | Buy |
+75
| New | +$4K | ﹤0.01% | 1553 |
|