Creative Financial Designs’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 | $282K | Buy |
3,865
+21
| +0.5% | +$1.53K | 0.02% | 412 |
|
|
2025
Q1 | $297K | Buy |
3,844
+743
| +24% | +$57.3K | 0.02% | 365 |
|
|
2024
Q4 | $218K | Buy |
3,101
+950
| +44% | +$66.9K | 0.02% | 423 |
|
|
2024
Q3 | $162K | Hold |
2,151
| – | – | 0.01% | 499 |
|
|
2024
Q2 | $133K | Buy |
2,151
+139
| +7% | +$8.61K | 0.01% | 522 |
|
|
2024
Q1 | $115K | Buy |
2,012
+360
| +22% | +$20.6K | 0.01% | 538 |
|
|
2023
Q4 | $104K | Sell |
1,652
-31
| -2% | -$1.95K | 0.01% | 532 |
|
|
2023
Q3 | $92.9K | Hold |
1,683
| – | – | 0.01% | 502 |
|
|
2023
Q2 | $110K | Buy |
1,683
+9
| +0.5% | +$588 | 0.01% | 463 |
|
|
2023
Q1 | $115K | Sell |
1,674
-53
| -3% | -$3.64K | 0.02% | 441 |
|
|
2022
Q4 | $122K | Hold |
1,727
| – | – | 0.02% | 412 |
|
|
2022
Q3 | $117K | Hold |
1,727
| – | – | 0.02% | 397 |
|
|
2022
Q2 | $125K | Sell |
1,727
-49
| -3% | -$3.55K | 0.02% | 386 |
|
|
2022
Q1 | $118K | Buy |
1,776
+64
| +4% | +$4.25K | 0.02% | 405 |
|
|
2021
Q4 | $122K | Buy |
1,712
+114
| +7% | +$8.12K | 0.02% | 408 |
|
|
2021
Q3 | $106K | Buy |
+1,598
| New | +$106K | 0.02% | 432 |
|