Independent Financial Group’s Adams Diversified Equity Fund ADX Stock Holding History

Independent Financial Group’s Portfolio ADX Stock Details ADX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.18M	Buy
2025 Q4	$3.38M	Sell
2025 Q3	$3.98M	Buy
2025 Q2	$3.3M	Buy