First National Advisers’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 | $582K | Buy |
7,967
+473
| +6% | +$34.6K | 0.09% | 163 |
|
|
2025
Q1 | $578K | Buy |
+7,494
| New | +$578K | 0.09% | 152 |
|
|
2024
Q4 | – | Sell |
-6,698
| Closed | -$505K | – | 176 |
|
|
2024
Q3 | $505K | Buy |
6,698
+490
| +8% | +$36.9K | 0.08% | 158 |
|
|
2024
Q2 | $385K | Buy |
6,208
+771
| +14% | +$47.8K | 0.07% | 163 |
|
|
2024
Q1 | $311K | Buy |
+5,437
| New | +$311K | 0.07% | 175 |
|