Center for Financial Planning’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 | $748K | Hold |
10,237
| – | – | 0.09% | 79 |
|
|
2025
Q1 | $790K | Hold |
10,237
| – | – | 0.1% | 68 |
|
|
2024
Q4 | $721K | Hold |
10,237
| – | – | 0.1% | 71 |
|
|
2024
Q3 | $771K | Sell |
10,237
-4,597
| -31% | -$346K | 0.1% | 66 |
|
|
2024
Q2 | $919K | Hold |
14,834
| – | – | 0.13% | 57 |
|
|
2024
Q1 | $847K | Hold |
14,834
| – | – | 0.13% | 63 |
|
|
2023
Q4 | $934K | Hold |
14,834
| – | – | 0.17% | 55 |
|
|
2023
Q3 | $819K | Hold |
14,834
| – | – | 0.18% | 55 |
|
|
2023
Q2 | $970K | Hold |
14,834
| – | – | 0.2% | 48 |
|
|
2023
Q1 | $1.02M | Hold |
14,834
| – | – | 0.23% | 47 |
|
|
2022
Q4 | $1.05M | Hold |
14,834
| – | – | 0.26% | 44 |
|
|
2022
Q3 | $1M | Hold |
14,834
| – | – | 0.27% | 42 |
|
|
2022
Q2 | $1.07M | Hold |
14,834
| – | – | 0.27% | 41 |
|
|
2022
Q1 | $984K | Hold |
14,834
| – | – | 0.2% | 54 |
|
|
2021
Q4 | $1.06M | Sell |
14,834
-7,092
| -32% | -$506K | 0.22% | 52 |
|
|
2021
Q3 | $1.45M | Buy |
+21,926
| New | +$1.45M | 0.35% | 33 |
|