Source Financial Advisors LLC historic quarter change: USA Stocks, New
In share positions in stocks (listed in the US), over 3 quarters from 2023-12-31 to 2024-09-30, Source Financial Advisors LLC opened 13 positions, added to 71, reduced 58 and sold out of 12.
- Q3 2024: Stock SIRI; Country of operation United States; Class COMMON STOCK; Shares before 0.
- Q3 2024: Stock HIG; Country of operation United States; Class COM; Shares before 0.
- Q3 2024: Stock CRM; Country of operation United States; Class COM; Shares before 0.
- Q3 2024: Stock ORCL; Country of operation United States; Class COM; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1830954), 3 quarters: Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-01); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-17); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-01). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2020-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q3 2024 | SIRI
SIRIUSXM HOLDINGS INC | United States | COMMON STOCK | 0 | 17,330 | +17,330 | $0 | $409,859 | +$409,859 | 2024-11-01 |
|---|
| Q3 2024 | HIG
HARTFORD FINL SVCS GROUP INC | United States | COM | 0 | 1,900 | +1,900 | $0 | $223,456 | +$223,456 | 2024-11-01 |
|---|
| Q3 2024 | CRM
SALESFORCE INC | United States | COM | 0 | 812 | +812 | $0 | $222,253 | +$222,253 | 2024-11-01 |
|---|
| Q3 2024 | ORCL
ORACLE CORP | United States | COM | 0 | 1,233 | +1,233 | $0 | $210,104 | +$210,104 | 2024-11-01 |
|---|
| Q3 2024 | BKNG
BOOKING HOLDINGS INC | United States | COM | 0 | 48 | +48 | $0 | $202,279 | +$202,279 | 2024-11-01 |
|---|
| Q2 2024 | AMAT
APPLIED MATLS INC | United States | COM | 0 | 916 | +916 | $0 | $216,135 | +$216,135 | 2024-07-17 |
|---|
| Q2 2024 | ADBE
ADOBE INC | United States | COM | 0 | 369 | +369 | $0 | $204,995 | +$204,995 | 2024-07-17 |
|---|
| Q1 2024 | AAON
AAON INC | United States | COM PAR $0.004 | 0 | 8,545 | +8,545 | $0 | $752,815 | +$752,815 | 2024-05-01 |
|---|
| Q1 2024 | MPC
MARATHON PETE CORP | United States | COM | 0 | 1,216 | +1,216 | $0 | $245,025 | +$245,025 | 2024-05-01 |
|---|
| Q1 2024 | GE
GENERAL ELECTRIC CO | United States | COM NEW | 0 | 1,389 | +1,389 | $0 | $243,843 | +$243,843 | 2024-05-01 |
|---|
| Q1 2024 | UHS
UNIVERSAL HLTH SVCS INC | United States | CL B | 0 | 1,278 | +1,278 | $0 | $233,184 | +$233,184 | 2024-05-01 |
|---|
| Q1 2024 | C
CITIGROUP INC | United States | COM NEW | 0 | 3,405 | +3,405 | $0 | $215,333 | +$215,333 | 2024-05-01 |
|---|
| Q1 2024 | ABT
ABBOTT LABS | United States | COM | 0 | 1,800 | +1,800 | $0 | $204,554 | +$204,554 | 2024-05-01 |
|---|
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