Creative Financial Designs’s Agree Realty ADC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$43.4K	Buy	576 +114	+25%	+$8.64K	﹤0.01%	943
2025 Q4	$33.3K	Buy	462 +192	+71%	+$14K	﹤0.01%	1008
2025 Q3	$19.2K	Sell	270 -3,595	-93%	-$260K	﹤0.01%	1156
2025 Q2	$282K	Buy	3,865 +21	+0.5%	+$1.58K	0.02%	412
2025 Q1	$297K	Buy	3,844 +743	+24%	+$54.5K	0.02%	365
2024 Q4	$218K	Buy	3,101 +950	+44%	+$70.7K	0.02%	423
2024 Q3	$162K	Hold	2,151	–	–	0.01%	499
2024 Q2	$133K	Buy	2,151 +139	+7%	+$8.21K	0.01%	522
2024 Q1	$115K	Buy	2,012 +360	+22%	+$21.1K	0.01%	538
2023 Q4	$104K	Sell	1,652 -31	-2%	-$1.8K	0.01%	532
2023 Q3	$92.9K	Hold	1,683	–	–	0.01%	502
2023 Q2	$110K	Buy	1,683 +9	+0.5%	+$596	0.01%	463
2023 Q1	$115K	Sell	1,674 -53	-3%	-$3.78K	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%	-$3.4K	0.02%	386
2022 Q1	$118K	Buy	1,776 +64	+4%	+$4.16K	0.02%	405
2021 Q4	$122K	Buy	1,712 +114	+7%	+$7.91K	0.02%	408
2021 Q3	$106K	Buy	+1,598	New	+$116K	0.02%	432