Capital Advisors Ltd’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 | $14K | Sell |
196
-270
| -58% | -$19.3K | ﹤0.01% | 700 |
|
|
2025
Q1 | $36K | Buy |
466
+270
| +138% | +$20.9K | ﹤0.01% | 514 |
|
|
2024
Q4 | $14K | Hold |
196
| – | – | ﹤0.01% | 692 |
|
|
2024
Q3 | $15K | Hold |
196
| – | – | ﹤0.01% | 665 |
|
|
2024
Q2 | $12K | Buy |
196
+183
| +1,408% | +$11.2K | ﹤0.01% | 701 |
|
|
2024
Q1 | $1K | Sell |
13
-82
| -86% | -$6.31K | ﹤0.01% | 1104 |
|
|
2023
Q4 | $6K | Buy |
95
+13
| +16% | +$821 | ﹤0.01% | 775 |
|
|
2023
Q3 | $5K | Hold |
82
| – | – | ﹤0.01% | 794 |
|
|
2023
Q2 | $5K | Buy |
+82
| New | +$5K | ﹤0.01% | 815 |
|