Herald Investment Management’s Adtran ADTN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79M | Hold |
200,000
| – | – | 0.27% | 81 |
|
|
2025
Q1 | $1.74M | Sell |
200,000
-100,000
| -33% | -$871K | 0.33% | 75 |
|
|
2024
Q4 | $2.5M | Sell |
300,000
-100,000
| -25% | -$833K | 0.41% | 62 |
|
|
2024
Q3 | $2.37M | Hold |
400,000
| – | – | 0.41% | 62 |
|
|
2024
Q2 | $2.1M | Hold |
400,000
| – | – | 0.34% | 66 |
|
|
2024
Q1 | $2.17M | Hold |
400,000
| – | – | 0.35% | 67 |
|
|
2023
Q4 | $2.94M | Hold |
400,000
| – | – | 0.56% | 46 |
|
|
2023
Q3 | $3.29M | Buy |
400,000
+100,000
| +33% | +$822K | 0.7% | 41 |
|
|
2023
Q2 | $3.16M | Hold |
300,000
| – | – | 0.61% | 45 |
|
|
2023
Q1 | $4.76M | Hold |
300,000
| – | – | 1.06% | 25 |
|
|
2022
Q4 | $5.63M | Sell |
300,000
-100,000
| -25% | -$1.88M | 1.38% | 18 |
|
|
2022
Q3 | $7.83M | Buy |
+400,000
| New | +$7.83M | 1.93% | 12 |
|