CAL
AE

Capital Advisors Ltd’s Adams Resources & Energy Inc AE Stock Holding History

Capital Advisors Ltd’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
-269
Closed -$10K – 1632
2024
Q4 		$10K Buy
269
+81
+43% +$2.63K ﹤0.01% 796
2024
Q3 		$5K Buy
188
+162
+623% +$4.07K ﹤0.01% 944
2024
Q2 		$1K Buy
+26
New +$723 ﹤0.01% 1329
2023
Q1 		– Sell
-10
Closed – – 1610
2022
Q4 		$0 Buy
+10
New +$363 ﹤0.01% 1714

Other funds holding AE

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

Capital Advisors Ltd's AE Position: Q1 2025 in Review

Capital Advisors Ltd sold out of Adams Resources & Energy Inc (AE) in Q1 2025, closing a stake of 269 shares — an estimated $10K sold.

Capital Advisors Ltd first reported a position in AE in Q4 2022 and held it in 4 quarters. The position peaked at $10K in Q4 2024. 1 fund tracked by Wall St. Rank holds AE as of Q1 2025.

  • Capital Advisors Ltd reported no remaining Adams Resources & Energy Inc position as of Q1 2025 after selling out during the quarter.
  • Capital Advisors Ltd sold 269 Adams Resources & Energy Inc shares in Q1 2025, an estimated $10K.
  • Capital Advisors Ltd first reported a position in Adams Resources & Energy Inc in Q4 2022 and held it in 4 quarters.
  • Capital Advisors Ltd's Adams Resources & Energy Inc position peaked at $10K in Q4 2024.
  • 1 fund tracked by Wall St. Rank held Adams Resources & Energy Inc as of Q1 2025.

Based on Capital Advisors Ltd's 13F filing for Q1 2025, filed 15 Apr 2025.