CAPTRUST Financial Advisors’s Agree Realty ADC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $582K | Sell |
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|
2025
Q1 | $674K | Sell |
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|
2024
Q4 | $639K | Buy |
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|
2024
Q3 | $680K | Buy |
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|
2024
Q2 | $557K | Buy |
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|
2024
Q1 | $468K | Sell |
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|
2023
Q4 | $701K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $628K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $242K | Sell |
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|
2022
Q3 | $242K | Buy |
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