Lindbrook Capital’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 | $219K | Buy |
2,832
+2,046
| +260% | +$158K | 0.02% | 391 |
|
2024
Q4 | $55.4K | Sell |
786
-17
| -2% | -$1.2K | 0.01% | 773 |
|
2024
Q3 | $60.5K | Buy |
803
+157
| +24% | +$11.8K | 0.01% | 734 |
|
2024
Q2 | $40K | Buy |
646
+128
| +25% | +$7.93K | ﹤0.01% | 892 |
|
2024
Q1 | $29.6K | Sell |
518
-73
| -12% | -$4.17K | ﹤0.01% | 1014 |
|
2023
Q4 | $37.2K | Buy |
591
+430
| +267% | +$27.1K | ﹤0.01% | 873 |
|
2023
Q3 | $8.89K | Sell |
161
-12
| -7% | -$663 | ﹤0.01% | 1476 |
|
2023
Q2 | $11.3K | Buy |
173
+46
| +36% | +$3.01K | ﹤0.01% | 1386 |
|
2023
Q1 | $8.71K | Buy |
127
+91
| +253% | +$6.24K | ﹤0.01% | 1529 |
|
2022
Q4 | $2.55K | Sell |
36
-66
| -65% | -$4.68K | ﹤0.01% | 2124 |
|
2022
Q3 | $7K | Buy |
102
+14
| +16% | +$961 | ﹤0.01% | 1464 |
|
2022
Q2 | $6K | Buy |
88
+34
| +63% | +$2.32K | ﹤0.01% | 1446 |
|
2022
Q1 | $4K | Sell |
54
-69
| -56% | -$5.11K | ﹤0.01% | 1663 |
|
2021
Q4 | $9K | Sell |
123
-67
| -35% | -$4.9K | ﹤0.01% | 1293 |
|
2021
Q3 | $13K | Buy |
190
+30
| +19% | +$2.05K | ﹤0.01% | 887 |
|
2021
Q2 | $11K | Sell |
160
-15
| -9% | -$1.03K | ﹤0.01% | 997 |
|
2021
Q1 | $12K | Buy |
175
+149
| +573% | +$10.2K | ﹤0.01% | 927 |
|
2020
Q4 | $2K | Buy |
26
+12
| +86% | +$923 | ﹤0.01% | 1410 |
|
2020
Q3 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 1490 |
|
2020
Q2 | – | Sell |
-192
| Closed | -$12K | – | 1703 |
|
2020
Q1 | $12K | Sell |
192
-423
| -69% | -$26.4K | ﹤0.01% | 691 |
|
2019
Q4 | $43K | Hold |
615
| – | – | 0.02% | 487 |
|
2019
Q3 | $45K | Buy |
615
+39
| +7% | +$2.85K | 0.02% | 452 |
|
2019
Q2 | $36K | Buy |
576
+40
| +7% | +$2.5K | 0.01% | 514 |
|
2019
Q1 | $37K | Hold |
536
| – | – | 0.01% | 499 |
|
2018
Q4 | $31K | Buy |
+536
| New | +$31K | 0.02% | 483 |
|