Walter & Keenan Wealth Management’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 | $717K | Buy |
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|
2025
Q1 | $459K | Hold |
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|
2024
Q4 | $448K | Hold |
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|
2024
Q3 | $459K | Hold |
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|
2024
Q2 | $411K | Hold |
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|
2024
Q1 | $402K | Hold |
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|
2023
Q4 | $422K | Sell |
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|
2023
Q3 | $354K | Hold |
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|
2023
Q2 | $352K | Hold |
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|
2023
Q1 | $363K | Buy |
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|
2022
Q4 | $275K | Hold |
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|
2022
Q3 | $239K | Sell |
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|
2022
Q2 | $244K | Hold |
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|
2022
Q1 | $248K | Hold |
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|
2021
Q4 | $266K | Sell |
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|
2021
Q3 | $495K | Buy |
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|
2021
Q2 | $457K | Hold |
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|
2021
Q1 | $470K | Hold |
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|
2020
Q4 | $398K | Hold |
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|
2020
Q3 | $305K | Hold |
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|
2020
Q2 | $347K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $512K | Hold |
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|
2019
Q3 | $452K | Hold |
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|
2019
Q2 | $458K | Hold |
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|
2019
Q1 | $444K | Sell |
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|
2018
Q4 | $407K | Sell |
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|
2018
Q3 | $610 | Hold |
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|
2018
Q2 | $620K | Hold |
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|
2018
Q1 | $587K | Hold |
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|
2017
Q4 | $574K | Hold |
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|
2017
Q3 | $589K | Buy |
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|
2017
Q2 | $556K | Buy |
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|
2017
Q1 | $544K | Buy |
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|
2016
Q4 | $518K | Sell |
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|
2016
Q3 | $585K | Buy |
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|
2016
Q2 | $256K | Buy |
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|
2016
Q1 | $252K | Buy |
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|
2015
Q4 | $244K | Buy |
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|
2015
Q3 | $244K | Hold |
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|
2015
Q2 | $245K | Sell |
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|
2015
Q1 | $452K | Buy |
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|
2014
Q4 | $483K | Buy |
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|
2014
Q3 | $401K | Buy |
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|
2014
Q2 | $431K | Sell |
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|
2014
Q1 | $516K | Buy |
|