Jones Financial Companies
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Jones Financial Companies’s Agree Realty ADC Stock Holding History

Jones Financial Companies’s Portfolio ADC Stock Details ADC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.18M Buy
96,525
+95,060
+6,489% +$7.21M ﹤0.01% 941
2025
Q4 		$106K Buy
1,465
+301
+26% +$22K ﹤0.01% 2200
2025
Q3 		$82.9K Sell
1,164
-5
-0.4% -$362 ﹤0.01% 2153
2025
Q2 		$84.7K Buy
1,169
+352
+43% +$26.5K ﹤0.01% 2000
2025
Q1 		$62.6K Buy
817
+247
+43% +$18.1K ﹤0.01% 1976
2024
Q4 		$40.2K Buy
570
+76
+15% +$5.66K ﹤0.01% 1962
2024
Q3 		$37K Sell
494
-14
-3% -$991 ﹤0.01% 1749
2024
Q2 		$31.5K Sell
508
-98
-16% -$5.79K ﹤0.01% 1405
2024
Q1 		$34.6K Buy
+606
New +$35.5K ﹤0.01% 795

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