Jones Financial Companies’s Agree Realty ADC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $84.7K | Buy |
1,169
+352
| +43% | +$25.5K | ﹤0.01% | 2000 |
|
|
2025
Q1 | $62.6K | Buy |
817
+247
| +43% | +$18.9K | ﹤0.01% | 1976 |
|
|
2024
Q4 | $40.2K | Buy |
570
+76
| +15% | +$5.36K | ﹤0.01% | 1962 |
|
|
2024
Q3 | $37K | Sell |
494
-14
| -3% | -$1.05K | ﹤0.01% | 1749 |
|
|
2024
Q2 | $31.5K | Sell |
508
-98
| -16% | -$6.07K | ﹤0.01% | 1405 |
|
|
2024
Q1 | $34.6K | Buy |
+606
| New | +$34.6K | ﹤0.01% | 795 |
|