Valeo Financial Advisors’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
Q4 | – | Sell |
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|
2025
Q3 | $751K | Sell |
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|
2025
Q2 | $773K | Buy |
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|
2025
Q1 | $621K | Buy |
|
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|
2024
Q4 | $591K | Buy |
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|
2024
Q3 | $593K | Sell |
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|
2024
Q2 | $562K | Buy |
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|
2024
Q1 | $399K | Buy |
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|
2023
Q4 | $400K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $208K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $4K | Buy |
|