Bard Associates’s Adams Resources & Energy Inc AE Stock Holding History

Bard Associates’s Portfolio AE Stock Details AE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-12,438	Closed	-$470K	–	185
2024 Q4	$470K	Hold	12,438	–	–	0.16%	122
2024 Q3	$336K	Buy	12,438 +1,443	+13%	+$36.3K	0.11%	145
2024 Q2	$308K	Buy	10,995 +620	+6%	+$17.2K	0.12%	139
2024 Q1	$301K	Buy	+10,375	New	+$260K	0.11%	143

Other funds holding AE

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Bard Associates's AE Position: Q1 2025 in Review

Bard Associates sold out of Adams Resources & Energy Inc (AE) in Q1 2025, closing a stake of 12,438 shares — an estimated $470K sold.

Bard Associates first reported a position in AE in Q1 2024 and held it in 4 quarters. The position peaked at $470K in Q4 2024. 1 fund tracked by Wall St. Rank holds AE as of Q1 2025.

Bard Associates reported no remaining Adams Resources & Energy Inc position as of Q1 2025 after selling out during the quarter.
Bard Associates sold 12,438 Adams Resources & Energy Inc shares in Q1 2025, an estimated $470K.
Bard Associates first reported a position in Adams Resources & Energy Inc in Q1 2024 and held it in 4 quarters.
Bard Associates's Adams Resources & Energy Inc position peaked at $470K in Q4 2024.
1 fund tracked by Wall St. Rank held Adams Resources & Energy Inc as of Q1 2025.

Based on Bard Associates's 13F filing for Q1 2025, filed 12 May 2025.