Valeo Financial Advisors’s 1st Source SRCE Stock Holding History

Valeo Financial Advisors’s Portfolio SRCE Stock Details SRCE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$773K	Buy
2025 Q1	$621K	Buy
2024 Q4	$591K	Buy
2024 Q3	$593K	Sell
2024 Q2	$562K	Buy
2024 Q1	$399K	Buy
2023 Q4	$400K	Buy
2023 Q1	–	Sell
2022 Q4	$208K	Buy
2021 Q2	–	Sell
2021 Q1	$4K	Buy