Source Financial Advisors LLC / 8QR
Source Financial Advisors LLC’s Confluent Inc Position
Does Source Financial Advisors LLC own Confluent Inc (8QR)? Yes — 385.4K shares worth $8M (+2.32% of its 13F portfolio) as of Q3 2024, up from 385.3K shares the prior filed quarter.
Position Value
$8M
Q3 2024
Shares
385.4K
% of Portfolio
+2.32%
Quarters Held
12
currently held
Position History 8QR
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q3 2024 | 385.4K | $8M | +2.32% |
| Q2 2024 | 385.3K | $11M | +3.50% |
| Q1 2024 | 385.3K | $12M | +3.57% |
| Q4 2023 | 376.0K | $9M | +2.73% |
| Q3 2023 | 384.7K | $11M | +3.84% |
| Q2 2023 | 393.1K | $14M | +4.56% |
| Q1 2023 | 349.5K | $8M | +2.82% |
| Q4 2022 | 327.7K | $7M | +2.74% |
| Q3 2022 | 305.9K | $7M | +2.88% |
| Q2 2022 | 284.2K | $7M | +2.59% |
| Q1 2022 | 284.2K | $12M | +3.43% |
| Q4 2021 | 21.8K | $2M | +0.45% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Source Financial Advisors LLC’s full portfolio or all institutional holders of 8QR.