VELA Investment Management’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 | $2.08M | Buy |
33,487
+1,156
| +4% | +$71.8K | 0.56% | 57 |
|
|
2025
Q1 | $1.93M | Sell |
32,331
-5,915
| -15% | -$354K | 0.61% | 51 |
|
|
2024
Q4 | $2.23M | Buy |
38,246
+8,113
| +27% | +$474K | 0.62% | 53 |
|
|
2024
Q3 | $1.8M | Sell |
30,133
-7,641
| -20% | -$458K | 0.56% | 54 |
|
|
2024
Q2 | $2.03M | Hold |
37,774
| – | – | 0.63% | 48 |
|
|
2024
Q1 | $1.98M | Buy |
37,774
+1,409
| +4% | +$73.9K | 0.67% | 43 |
|
|
2023
Q4 | $2M | Hold |
36,365
| – | – | 0.76% | 39 |
|
|
2023
Q3 | $1.53M | Buy |
36,365
+12,836
| +55% | +$540K | 0.67% | 47 |
|
|
2023
Q2 | $987K | Hold |
23,529
| – | – | 0.46% | 83 |
|
|
2023
Q1 | $1.02M | Buy |
23,529
+1,405
| +6% | +$60.6K | 0.46% | 75 |
|
|
2022
Q4 | $1.17M | Sell |
22,124
-146
| -0.7% | -$7.75K | 0.58% | 58 |
|
|
2022
Q3 | $1.03M | Hold |
22,270
| – | – | 0.58% | 57 |
|
|
2022
Q2 | $1.01M | Buy |
22,270
+27
| +0.1% | +$1.23K | 0.58% | 56 |
|
|
2022
Q1 | $1.03M | Sell |
22,243
-3,869
| -15% | -$179K | 0.65% | 52 |
|
|
2021
Q4 | $1.3M | Buy |
+26,112
| New | +$1.3M | 0.87% | 39 |
|