Jones Financial Companies’s Agree Realty ADC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$82.9K Sell
2025
Q2
$84.7K Buy
2025
Q1
$62.6K Buy
2024
Q4
$40.2K Buy
2024
Q3
$37K Sell
2024
Q2
$31.5K Sell
2024
Q1
$34.6K Buy