Ownership history in Source Financial Advisors LLC · 16 quarters on record
This page tracks every 13F SEC filing in which Source Financial Advisors LLC reported a position in FACEBOOK INC (META). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2024 Q3 | REDUCED | 7,407 | -10 | -0.1% | 1.25% | $4.2M | $569.69 |
| 2024 Q2 | ADDED | 7,417 | +2 | +0.0% | 1.15% | $3.7M | $501.32 |
| 2024 Q1 | REDUCED | 7,415 | -335 | -4.3% | 1.09% | $3.6M | $482.31 |
| 2023 Q4 | REDUCED | 7,750 | -760 | -8.9% | 0.85% | $2.7M | $351.20 |
| 2023 Q3 | REDUCED | 8,510 | -991 | -10.4% | 0.86% | $2.6M | $297.87 |
| 2023 Q2 | ADDED | 9,501 | +241 | +2.6% | 0.89% | $2.7M | $284.75 |
| 2023 Q1 | REDUCED | 9,260 | -455 | -4.7% | 0.66% | $2.0M | $210.29 |
| 2022 Q4 | ADDED | 9,715 | +448 | +4.8% | 0.44% | $1.2M | $119.40 |
| 2022 Q3 | REDUCED | 9,267 | -1,153 | -11.1% | 0.50% | $1.3M | $134.62 |
| 2022 Q2 | REDUCED | 10,420 | -34 | -0.3% | 0.66% | $1.7M | $159.99 |
As of 2025 Q4 — sorted by position size