Allworth Financial’s Agree Realty ADC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $78K | Buy |
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|
2025
Q2 | $65.1K | Buy |
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|
2025
Q1 | $48K | Buy |
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|
2024
Q4 | $37.5K | Buy |
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|
2024
Q3 | $37.9K | Buy |
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|
2024
Q2 | $33.3K | Buy |
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|
2024
Q1 | $24.7K | Sell |
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|
2023
Q4 | $27.9K | Buy |
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|
2023
Q3 | $17K | Buy |
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|
2023
Q2 | $3.36K | Sell |
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|
2023
Q1 | $4.67K | Buy |
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|
2022
Q4 | $1.06K | Sell |
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|
2022
Q3 | $13K | Buy |
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|
2022
Q2 | $13K | Buy |
|