JPMorgan Chase & Co’s Adams Resources & Energy Inc. AE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6
| Closed | -$227 | – | 6684 |
|
|
2024
Q4 | $227 | Hold |
6
| – | – | ﹤0.01% | 5846 |
|
|
2024
Q3 | $162 | Sell |
6
-19
| -76% | -$513 | ﹤0.01% | 5858 |
|
|
2024
Q2 | $700 | Sell |
25
-996
| -98% | -$27.9K | ﹤0.01% | 5633 |
|
|
2024
Q1 | $29.6K | Buy |
1,021
+21
| +2% | +$609 | ﹤0.01% | 5137 |
|
|
2023
Q4 | $26.2K | Hold |
1,000
| – | – | ﹤0.01% | 5184 |
|
|
2023
Q3 | $33.7K | Buy |
1,000
+983
| +5,782% | +$33.1K | ﹤0.01% | 5018 |
|
|
2023
Q2 | $598 | Sell |
17
-314
| -95% | -$11K | ﹤0.01% | 5618 |
|
|
2023
Q1 | $12.7K | Sell |
331
-381
| -54% | -$14.6K | ﹤0.01% | 5234 |
|
|
2022
Q4 | $28K | Buy |
+712
| New | +$28K | ﹤0.01% | 4879 |
|
|
2022
Q3 | – | Sell |
-12
| Closed | – | – | 5887 |
|
|
2022
Q2 | $0 | Sell |
12
-118
| -91% | – | ﹤0.01% | 5965 |
|
|
2022
Q1 | $5K | Buy |
130
+112
| +622% | +$4.31K | ﹤0.01% | 5508 |
|
|
2021
Q4 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 5664 |
|
|
2021
Q3 | – | Sell |
-161
| Closed | -$4K | – | 5806 |
|
|
2021
Q2 | $4K | Sell |
161
-6,779
| -98% | -$168K | ﹤0.01% | 5328 |
|
|
2021
Q1 | $195K | Buy |
6,940
+422
| +6% | +$11.9K | ﹤0.01% | 4462 |
|
|
2020
Q4 | $157K | Buy |
6,518
+4,289
| +192% | +$103K | ﹤0.01% | 4212 |
|
|
2020
Q3 | $44K | Buy |
2,229
+220
| +11% | +$4.34K | ﹤0.01% | 4324 |
|
|
2020
Q2 | $54K | Buy |
2,009
+320
| +19% | +$8.6K | ﹤0.01% | 4196 |
|
|
2020
Q1 | $40K | Buy |
1,689
+740
| +78% | +$17.5K | ﹤0.01% | 4200 |
|
|
2019
Q4 | $36K | Sell |
949
-7,464
| -89% | -$283K | ﹤0.01% | 4325 |
|
|
2019
Q3 | $261K | Buy |
8,413
+5,136
| +157% | +$159K | ﹤0.01% | 3631 |
|
|
2019
Q2 | $107K | Sell |
3,277
-11,551
| -78% | -$377K | ﹤0.01% | 4000 |
|
|
2019
Q1 | $580K | Sell |
14,828
-3,424
| -19% | -$134K | ﹤0.01% | 3307 |
|
|
2018
Q4 | $707K | Sell |
18,252
-1,588
| -8% | -$61.5K | ﹤0.01% | 3217 |
|
|
2018
Q3 | $841K | Buy |
19,840
+2,782
| +16% | +$118K | ﹤0.01% | 3262 |
|
|
2018
Q2 | $733K | Buy |
17,058
+471
| +3% | +$20.2K | ﹤0.01% | 3280 |
|
|
2018
Q1 | $722K | Sell |
16,587
-1,632
| -9% | -$71K | ﹤0.01% | 3234 |
|
|
2017
Q4 | $793K | Sell |
18,219
-231
| -1% | -$10.1K | ﹤0.01% | 3158 |
|
|
2017
Q3 | $753K | Sell |
18,450
-387
| -2% | -$15.8K | ﹤0.01% | 3050 |
|
|
2017
Q2 | $774K | Sell |
18,837
-1,816
| -9% | -$74.6K | ﹤0.01% | 2994 |
|
|
2017
Q1 | $772K | Sell |
20,653
-6,178
| -23% | -$231K | ﹤0.01% | 2988 |
|
|
2016
Q4 | $1.06M | Buy |
26,831
+1,731
| +7% | +$68.6K | ﹤0.01% | 2963 |
|
|
2016
Q3 | $987K | Sell |
25,100
-748
| -3% | -$29.4K | ﹤0.01% | 2763 |
|
|
2016
Q2 | $996K | Sell |
25,848
-1,602
| -6% | -$61.7K | ﹤0.01% | 2761 |
|
|
2016
Q1 | $1.1M | Buy |
27,450
+1,600
| +6% | +$63.9K | ﹤0.01% | 2644 |
|
|
2015
Q4 | $992K | Buy |
25,850
+450
| +2% | +$17.3K | ﹤0.01% | 2680 |
|
|
2015
Q3 | $1.04M | Buy |
25,400
+2,400
| +10% | +$98.4K | ﹤0.01% | 2657 |
|
|
2015
Q2 | $1.03M | Buy |
23,000
+1,050
| +5% | +$46.8K | ﹤0.01% | 2814 |
|
|
2015
Q1 | $1.48M | Buy |
21,950
+2,600
| +13% | +$175K | ﹤0.01% | 2654 |
|
|
2014
Q4 | $967K | Buy |
19,350
+1,825
| +10% | +$91.2K | ﹤0.01% | 2796 |
|
|
2014
Q3 | $777K | Buy |
17,525
+8,605
| +96% | +$382K | ﹤0.01% | 2859 |
|
|
2014
Q2 | $697K | Buy |
+8,920
| New | +$697K | ﹤0.01% | 2929 |
|