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Allegheny Financial Group’s Adams Diversified Equity Fund ADX Stock Holding History

Allegheny Financial Group’s Portfolio ADX Stock Details ADX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$401K Hold
18,473
– – 0.09% 159
2025
Q1 		$351K Hold
18,473
– – 0.09% 163
2024
Q4 		$373K Sell
18,473
-2,677
-13% -$54.1K 0.1% 156
2024
Q3 		$456K Hold
21,150
– – 0.11% 154
2024
Q2 		$455K Buy
+21,150
New +$455K 0.13% 135