Allworth Financial’s Adams Diversified Equity Fund ADX Stock Holding History

Allworth Financial’s Portfolio ADX Stock Details ADX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$216K	Buy
2025 Q1	$183K	Buy
2024 Q4	$202K	Buy
2023 Q3	–	Sell
2023 Q2	$62.3K	Hold
2023 Q1	$57.7K	Buy
2022 Q4	–	Sell
2022 Q3	$54K	Hold
2022 Q2	$57K	Buy