Concurrent Investment Advisors’s Agree Realty ADC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$496K Buy
6,784
+6
+0.1% +$438 0.01% 845
2025
Q1
$523K Buy
6,778
+110
+2% +$8.49K 0.01% 735
2024
Q4
$470K Sell
6,668
-72
-1% -$5.07K 0.01% 677
2024
Q3
$508K Buy
+6,740
New +$508K 0.02% 611