IFP Advisors’s Adeia ADEA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-1,603
| Closed | -$27.7K | – | 5016 |
|
|
2025
Q4 | $27.7K | Hold |
1,603
| – | – | ﹤0.01% | 2538 |
|
|
2025
Q3 | $26.9K | Buy |
+1,603
| New | +$23.8K | ﹤0.01% | 2417 |
|
|
2025
Q2 | – | Hold |
0
| – | – | – | 3564 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 3634 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3648 |
|
|
2023
Q1 | – | Sell |
-2,227
| Closed | -$21K | – | 3363 |
|
|
2022
Q4 | $21K | Sell |
2,227
-1,852
| -45% | -$18.8K | ﹤0.01% | 2834 |
|
|
2022
Q3 | $15K | Buy |
4,079
+42
| +1% | +$173 | ﹤0.01% | 3314 |
|
|
2022
Q2 | $14K | Hold |
4,037
| – | – | ﹤0.01% | 3123 |
|
|
2022
Q1 | $14K | Buy |
+4,037
| New | +$18.4K | ﹤0.01% | 3123 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3374 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3061 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3006 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 2931 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 2837 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 2734 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 2759 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 2828 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3070 |
|
|
2019
Q1 | – | Sell |
-94
| Closed | – | – | 2357 |
|
|
2018
Q4 | $0 | Hold |
94
| – | – | ﹤0.01% | 3497 |
|
|
2018
Q3 | $0 | Sell |
94
-454
| -83% | -$1.93K | ﹤0.01% | 3797 |
|
|
2018
Q2 | $2K | Buy |
548
+454
| +483% | +$2.45K | ﹤0.01% | 3556 |
|
|
2018
Q1 | $1K | Hold |
94
| – | – | ﹤0.01% | 3602 |
|
|
2017
Q4 | $1K | Sell |
94
-756
| -89% | -$4.44K | ﹤0.01% | 3653 |
|
|
2017
Q3 | $6K | Sell |
850
-292
| -26% | -$2.15K | ﹤0.01% | 3273 |
|
|
2017
Q2 | $9K | Hold |
1,142
| – | – | ﹤0.01% | 3068 |
|
|
2017
Q1 | $10K | Hold |
1,142
| – | – | ﹤0.01% | 2893 |
|
|
2016
Q4 | $13K | Hold |
1,142
| – | – | ﹤0.01% | 2731 |
|
|
2016
Q3 | $12K | Buy |
1,142
+292
| +34% | +$2.56K | ﹤0.01% | 2696 |
|
|
2016
Q2 | $7K | Buy |
+850
| New | +$6.91K | ﹤0.01% | 2918 |
|
|
2016
Q1 | – | Sell |
-756
| Closed | -$6K | – | 2354 |
|
|
2015
Q4 | $6K | Buy |
+756
| New | +$6.61K | ﹤0.01% | 2837 |
|
Other funds holding ADEA
VPM
VCM
RCMNY
