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