First Wilshire Securities Management’s Adams Resources & Energy Inc AE Stock Holding History

First Wilshire Securities Management’s Portfolio AE Stock Details AE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-32,821	Closed	-$1.24M	–	88
2024 Q4	$1.24M	Buy	32,821 +932	+3%	+$30.3K	0.34%	36
2024 Q3	$861K	Hold	31,889	–	–	0.24%	39
2024 Q2	$893K	Sell	31,889 -73	-0.2%	-$2.03K	0.27%	39
2024 Q1	$927K	Buy	31,962 +868	+3%	+$21.7K	0.27%	38
2023 Q4	$814K	Sell	31,094 -868	-3%	-$25.6K	0.26%	39
2023 Q3	$1.08M	Hold	31,962	–	–	0.37%	35
2023 Q2	$1.12M	Buy	31,962 +6,945	+28%	+$251K	0.39%	35
2023 Q1	$961K	Buy	25,017 +7,482	+43%	+$368K	0.33%	36
2022 Q4	$682K	Buy	+17,535	New	+$637K	0.24%	39

Other funds holding AE

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

First Wilshire Securities Management's AE Position: Q1 2025 in Review

First Wilshire Securities Management sold out of Adams Resources & Energy Inc (AE) in Q1 2025, closing a stake of 32,821 shares — an estimated $1.24M sold.

First Wilshire Securities Management first reported a position in AE in Q4 2022 and held it in 9 quarters. The position peaked at $1.24M in Q4 2024. 1 fund tracked by Wall St. Rank holds AE as of Q1 2025.

First Wilshire Securities Management reported no remaining Adams Resources & Energy Inc position as of Q1 2025 after selling out during the quarter.
First Wilshire Securities Management sold 32,821 Adams Resources & Energy Inc shares in Q1 2025, an estimated $1.24M.
First Wilshire Securities Management first reported a position in Adams Resources & Energy Inc in Q4 2022 and held it in 9 quarters.
First Wilshire Securities Management's Adams Resources & Energy Inc position peaked at $1.24M in Q4 2024.
1 fund tracked by Wall St. Rank held Adams Resources & Energy Inc as of Q1 2025.

Based on First Wilshire Securities Management's 13F filing for Q1 2025, filed 14 May 2025.