Ascension Capital Advisors’s Adams Resources & Energy Inc. AE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-5,317
Closed -$201K 41
2024
Q4
$201K Buy
+5,317
New +$201K 0.09% 38
2023
Q2
Sell
-5,317
Closed -$204K 39
2023
Q1
$204K Hold
5,317
0.16% 34
2022
Q4
$207K Buy
+5,317
New +$207K 0.2% 32