Ancora Advisors’s Advantage Solutions ADV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-469,863
Closed -$709K 1949
2025
Q1
$709K Sell
469,863
-360,009
-43% -$544K 0.02% 446
2024
Q4
$2.42M Buy
829,872
+5,030
+0.6% +$14.7K 0.05% 250
2024
Q3
$2.83M Sell
824,842
-113,900
-12% -$391K 0.06% 228
2024
Q2
$3.02M Buy
938,742
+132,680
+16% +$427K 0.07% 216
2024
Q1
$3.49M Sell
806,062
-165,578
-17% -$717K 0.08% 205
2023
Q4
$3.52M Buy
971,640
+293,500
+43% +$1.06M 0.08% 197
2023
Q3
$1.93M Buy
678,140
+573,230
+546% +$1.63M 0.05% 250
2023
Q2
$245K Buy
+104,910
New +$245K 0.01% 589