Allworth Financial’s Agree Realty ADC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $65.1K | Buy |
891
+262
| +42% | +$19.1K | ﹤0.01% | 1783 |
|
|
2025
Q1 | $48K | Buy |
629
+105
| +20% | +$8.01K | ﹤0.01% | 1561 |
|
|
2024
Q4 | $37.5K | Buy |
524
+21
| +4% | +$1.5K | ﹤0.01% | 1720 |
|
|
2024
Q3 | $37.9K | Buy |
503
+4
| +0.8% | +$301 | ﹤0.01% | 1533 |
|
|
2024
Q2 | $33.3K | Buy |
499
+66
| +15% | +$4.4K | ﹤0.01% | 1573 |
|
|
2024
Q1 | $24.7K | Sell |
433
-10
| -2% | -$571 | ﹤0.01% | 1650 |
|
|
2023
Q4 | $27.9K | Buy |
443
+135
| +44% | +$8.5K | ﹤0.01% | 1452 |
|
|
2023
Q3 | $17K | Buy |
308
+257
| +504% | +$14.2K | ﹤0.01% | 1629 |
|
|
2023
Q2 | $3.36K | Sell |
51
-17
| -25% | -$1.12K | ﹤0.01% | 2274 |
|
|
2023
Q1 | $4.67K | Buy |
68
+53
| +353% | +$3.64K | ﹤0.01% | 2061 |
|
|
2022
Q4 | $1.06K | Sell |
15
-181
| -92% | -$12.8K | ﹤0.01% | 2449 |
|
|
2022
Q3 | $13K | Buy |
196
+9
| +5% | +$597 | ﹤0.01% | 1465 |
|
|
2022
Q2 | $13K | Buy |
+187
| New | +$13K | ﹤0.01% | 1424 |
|