Source Financial Advisors LLC
- SEC CIK
- 0001830954
META holding history
Meta Platforms, Inc.
Every 13F filing in which Source Financial Advisors LLC reported holding META, plus the quarters it sold out. Changes compare share counts with the previous calendar quarter.
META overviewAll 13F holders of METAFull portfolio
| Quarter | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Q3 2024 | 7,407 | $4.24M | 1.25% | −10−0.1% | Reduced |
| Q2 2024 | 7,417 | $3.74M | 1.15% | +20.0% | Added |
| Q1 2024 | 7,415 | $3.6M | 1.09% | −335−4.3% | Reduced |
| Q4 2023 | 7,750 | $2.74M | 0.85% | −760−8.9% | Reduced |
| Q3 2023 | 8,510 | $2.55M | 0.86% | −991−10.4% | Reduced |
| Q2 2023 | 9,501 | $2.73M | 0.89% | +241+2.6% | Added |
| Q1 2023 | 9,260 | $1.96M | 0.66% | −455−4.7% | Reduced |
| Q4 2022 | 9,715 | $1.17M | 0.44% | +448+4.8% | Added |
| Q3 2022 | 9,267 | $1.26M | 0.50% | −1,153−11.1% | Reduced |
| Q2 2022 | 10,420 | $1.68M | 0.66% | −34−0.3% | Reduced |
| Q1 2022 | 10,454 | $2.34M | 0.69% | +783+8.1% | Added |
| Q4 2021 | 9,671 | $3.25M | 0.88% | −144−1.5% | Reduced |
| Q3 2021 | 9,815 | $3.33M | 0.86% | −1,642−14.3% | Reduced |
| Q2 2021 | 11,457 | $3.98M | 1.03% | −1,192−9.4% | Reduced |
| Q1 2021 | 12,649 | $3.73M | 0.99% | +12,649 | New |