LGT Financial 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 |
-73
| Closed | -$5.14K | – | 306 |
|
|
2024
Q4 | $5.14K | Hold |
73
| – | – | 0.01% | 543 |
|
|
2024
Q3 | $5.5K | Hold |
73
| – | – | 0.01% | 513 |
|
|
2024
Q2 | $4.52K | Hold |
73
| – | – | 0.01% | 611 |
|
|
2024
Q1 | $4.17K | Hold |
73
| – | – | ﹤0.01% | 648 |
|
|
2023
Q4 | $4.6K | Hold |
73
| – | – | 0.01% | 649 |
|
|
2023
Q3 | $4.03K | Buy |
+73
| New | +$4.03K | 0.01% | 670 |
|