Creative Planning’s Agree Realty ADC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8.51M | Buy |
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|
2025
Q2 | $6.42M | Buy |
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|
2025
Q1 | $6.35M | Buy |
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|
2024
Q4 | $5.32M | Buy |
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|
2024
Q3 | $4.62M | Buy |
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|
2024
Q2 | $3.52M | Buy |
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|
2024
Q1 | $1.74M | Buy |
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|
2023
Q4 | $1.56M | Buy |
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|
2023
Q3 | $849K | Sell |
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|
2023
Q2 | $1.02M | Buy |
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|
2023
Q1 | $614K | Buy |
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|
2022
Q4 | $624K | Sell |
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|
2022
Q3 | $635K | Buy |
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|
2022
Q2 | $558K | Sell |
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|
2022
Q1 | $643K | Buy |
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|
2021
Q4 | $682K | Buy |
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|
2021
Q3 | $632K | Buy |
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|
2021
Q2 | $466K | Sell |
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|
2021
Q1 | $531K | Buy |
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|
2020
Q4 | $495K | Buy |
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|
2020
Q3 | $470K | Hold |
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|
2020
Q2 | $486K | Sell |
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|
2020
Q1 | $459K | Sell |
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|
2019
Q4 | $532K | Buy |
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|
2019
Q3 | $542K | Hold |
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|
2019
Q2 | $475K | Sell |
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|
2019
Q1 | $515K | Hold |
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|
2018
Q4 | $439K | Buy |
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|
2018
Q3 | $394K | Sell |
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|
2018
Q2 | $392K | Buy |
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|
2018
Q1 | $355K | Sell |
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|
2017
Q4 | $401K | Buy |
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|
2017
Q3 | $382K | Sell |
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|
2017
Q2 | $365K | Buy |
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|
2017
Q1 | $364K | Hold |
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|
2016
Q4 | $350K | Hold |
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|
2016
Q3 | $375K | Sell |
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|
2016
Q2 | $434K | Buy |
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|
2016
Q1 | $343K | Buy |
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|
2015
Q4 | $255K | Buy |
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|
2015
Q3 | $221K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $31K | Hold |
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|
2014
Q4 | $29K | Hold |
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|
2014
Q3 | $26K | Hold |
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|
2014
Q2 | $28K | Hold |
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|
2014
Q1 | $29K | Hold |
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|
2013
Q4 | $27K | Hold |
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|
2013
Q3 | $28K | Hold |
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|
2013
Q2 | $28K | Buy |
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