LMCG Investments’s Agree Realty ADC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.17M Buy
84,393
+13,383
+19% +$978K 0.39% 84
2025
Q1
$5.48M Buy
71,010
+26,834
+61% +$2.07M 0.36% 91
2024
Q4
$3.11M Buy
+44,176
New +$3.11M 0.19% 122