Capital Advisors Ltd’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 |
-269
| Closed | -$10K | – | 1632 |
|
|
2024
Q4 | $10K | Buy |
269
+81
| +43% | +$3.01K | ﹤0.01% | 796 |
|
|
2024
Q3 | $5K | Buy |
188
+162
| +623% | +$4.31K | ﹤0.01% | 944 |
|
|
2024
Q2 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 1329 |
|
|
2023
Q1 | – | Sell |
-10
| Closed | – | – | 1611 |
|
|
2022
Q4 | $0 | Buy |
+10
| New | – | ﹤0.01% | 1714 |
|