Cerity Partners’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	-20,350	Closed	-$549K	–	2656
2024 Q4	$549K	Hold	20,350	–	–	﹤0.01%	1706
2024 Q3	$549K	Buy	20,350 +10,977	+117%	+$296K	﹤0.01%	1727
2024 Q2	$262K	Buy	+9,373	New	+$262K	﹤0.01%	1890