Caprock Group’s Agree Realty ADC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$340K Buy
4,388
+921
+27% +$71.4K 0.01% 838
2024
Q4
$246K Buy
3,467
+9
+0.3% +$638 0.01% 868
2024
Q3
$262K Buy
+3,458
New +$262K 0.01% 766