Aptus Capital Advisors’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 | $5.78M | Buy |
79,154
+7,023
| +10% | +$513K | 0.05% | 266 |
|
|
2025
Q1 | $5.57M | Buy |
72,131
+8,130
| +13% | +$628K | 0.06% | 256 |
|
|
2024
Q4 | $4.51M | Buy |
64,001
+11,686
| +22% | +$823K | 0.05% | 274 |
|
|
2024
Q3 | $3.94M | Buy |
52,315
+7,056
| +16% | +$532K | 0.06% | 238 |
|
|
2024
Q2 | $2.8M | Buy |
45,259
+8,992
| +25% | +$557K | 0.05% | 254 |
|
|
2024
Q1 | $2.07M | Buy |
36,267
+3,865
| +12% | +$221K | 0.04% | 286 |
|
|
2023
Q4 | $2.04M | Sell |
32,402
-360
| -1% | -$22.7K | 0.06% | 220 |
|
|
2023
Q3 | $1.81M | Sell |
32,762
-6,671
| -17% | -$369K | 0.05% | 234 |
|
|
2023
Q2 | $2.58M | Buy |
39,433
+3,324
| +9% | +$217K | 0.06% | 202 |
|
|
2023
Q1 | $2.48M | Buy |
36,109
+9,214
| +34% | +$632K | 0.07% | 191 |
|
|
2022
Q4 | $1.91M | Buy |
+26,895
| New | +$1.91M | 0.06% | 213 |
|