IFP Advisors’s Adeia ADEA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | -$225 | – | 3564 |
|
|
2025
Q1 | – | Hold |
0
| – | -$238 | – | 3634 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3648 |
|
|
2023
Q1 | – | Sell |
-2,227
| Closed | -$21K | – | 3363 |
|
|
2022
Q4 | $21K | Sell |
2,227
-1,852
| -45% | -$17.5K | ﹤0.01% | 2834 |
|
|
2022
Q3 | $15K | Buy |
4,079
+42
| +1% | +$154 | ﹤0.01% | 3315 |
|
|
2022
Q2 | $14K | Hold |
4,037
| – | – | ﹤0.01% | 3124 |
|
|
2022
Q1 | $14K | Buy |
+4,037
| New | +$14K | ﹤0.01% | 3124 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3305 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3015 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 2950 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 2890 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 2795 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 2694 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 2701 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 2813 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3043 |
|
|
2019
Q1 | – | Sell |
-94
| Closed | – | – | 2355 |
|
|
2018
Q4 | $0 | Hold |
94
| – | – | ﹤0.01% | 3446 |
|
|
2018
Q3 | $0 | Sell |
94
-454
| -83% | – | ﹤0.01% | 3756 |
|
|
2018
Q2 | $2K | Buy |
548
+454
| +483% | +$1.66K | ﹤0.01% | 3505 |
|
|
2018
Q1 | $1K | Hold |
94
| – | – | ﹤0.01% | 3602 |
|
|
2017
Q4 | $1K | Sell |
94
-756
| -89% | -$8.04K | ﹤0.01% | 3602 |
|
|
2017
Q3 | $6K | Sell |
850
-292
| -26% | -$2.06K | ﹤0.01% | 3233 |
|
|
2017
Q2 | $9K | Hold |
1,142
| – | – | ﹤0.01% | 3036 |
|
|
2017
Q1 | $10K | Hold |
1,142
| – | – | ﹤0.01% | 2860 |
|
|
2016
Q4 | $13K | Hold |
1,142
| – | – | ﹤0.01% | 2708 |
|
|
2016
Q3 | $12K | Buy |
1,142
+292
| +34% | +$3.07K | ﹤0.01% | 2680 |
|
|
2016
Q2 | $7K | Buy |
+850
| New | +$7K | ﹤0.01% | 2906 |
|
|
2016
Q1 | – | Sell |
-756
| Closed | -$6K | – | 2355 |
|
|
2015
Q4 | $6K | Buy |
+756
| New | +$6K | ﹤0.01% | 2822 |
|