Bell Investment Advisors’s Agree Realty ADC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.85K	Hold	51	–	–	﹤0.01%	1085
2025 Q4	$3.67K	Sell	51 -7	-12%	-$512	﹤0.01%	1110
2025 Q3	$4.12K	Hold	58	–	–	﹤0.01%	1027
2025 Q2	$4.24K	Hold	58	–	–	﹤0.01%	1064
2025 Q1	$4.48K	Hold	58	–	–	﹤0.01%	970
2024 Q4	$4.09K	Buy	58 +7	+14%	+$521	﹤0.01%	1016
2024 Q3	$3.84K	Sell	51 -17	-25%	-$1.2K	﹤0.01%	1073
2024 Q2	$4.21K	Buy	68 +9	+15%	+$532	﹤0.01%	1006
2024 Q1	$3.37K	Buy	59 +8	+16%	+$468	﹤0.01%	1121
2023 Q4	$3.21K	Buy	51 +16	+46%	+$927	﹤0.01%	1119
2023 Q3	$1.93K	Sell	35 -5	-13%	-$313	﹤0.01%	1288
2023 Q2	$2.62K	Sell	40 -9	-18%	-$596	﹤0.01%	1157
2023 Q1	$3.36K	Sell	49 -14	-22%	-$1K	﹤0.01%	985
2022 Q4	$4.47K	Sell	63 -2	-3%	-$137	﹤0.01%	866
2022 Q3	$4K	Buy	65 +7	+12%	+$526	﹤0.01%	743
2022 Q2	$4K	Buy	+58	New	+$4.03K	﹤0.01%	759
2021 Q4	$2K	Sell	25 -7	-22%	-$485	﹤0.01%	1077
2021 Q3	$2K	Buy	+32	New	+$2.33K	﹤0.01%	1009