Kovack Advisors’s Agree Realty ADC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,290
| Closed | -$302K | – | 580 |
|
|
2024
Q4 | $302K | Sell |
4,290
-1,257
| -23% | -$88.6K | 0.03% | 446 |
|
|
2024
Q3 | $418K | Sell |
5,547
-820
| -13% | -$61.8K | 0.04% | 350 |
|
|
2024
Q2 | $394K | Sell |
6,367
-93
| -1% | -$5.76K | 0.04% | 358 |
|
|
2024
Q1 | $369K | Sell |
6,460
-89
| -1% | -$5.08K | 0.04% | 309 |
|
|
2023
Q4 | $412K | Buy |
6,549
+1,383
| +27% | +$87.1K | 0.05% | 346 |
|
|
2023
Q3 | $285K | Buy |
+5,166
| New | +$285K | 0.04% | 407 |
|