NewEdge 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
Q2 | $5.04K | Sell |
69
-2,801
| -98% | -$205K | ﹤0.01% | 3408 |
|
|
2025
Q1 | $222K | Sell |
2,870
-730
| -20% | -$56.4K | ﹤0.01% | 2054 |
|
|
2024
Q4 | $254K | Sell |
3,600
-211
| -6% | -$14.9K | ﹤0.01% | 1968 |
|
|
2024
Q3 | $287K | Sell |
3,811
-43
| -1% | -$3.24K | ﹤0.01% | 1834 |
|
|
2024
Q2 | $239K | Sell |
3,854
-382
| -9% | -$23.7K | ﹤0.01% | 1836 |
|
|
2024
Q1 | $242K | Buy |
4,236
+4,021
| +1,870% | +$230K | ﹤0.01% | 1745 |
|
|
2023
Q4 | $13.6K | Buy |
215
+214
| +21,400% | +$13.5K | ﹤0.01% | 2729 |
|
|
2023
Q3 | $55 | Buy |
+1
| New | +$55 | ﹤0.01% | 3392 |
|
|
2023
Q1 | – | Sell |
-18
| Closed | -$498 | – | 3421 |
|
|
2022
Q4 | $498 | Buy |
+18
| New | +$498 | ﹤0.01% | 3170 |
|