Plante Moran 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
Q2 | $7.31K | Hold |
100
| – | – | ﹤0.01% | 603 |
|
|
2025
Q1 | $7.72K | Hold |
100
| – | – | ﹤0.01% | 604 |
|
|
2024
Q4 | $7.05K | Hold |
100
| – | – | ﹤0.01% | 638 |
|
|
2024
Q3 | $7.53K | Hold |
100
| – | – | ﹤0.01% | 635 |
|
|
2024
Q2 | $6.19K | Hold |
100
| – | – | ﹤0.01% | 631 |
|
|
2024
Q1 | $5.71K | Hold |
100
| – | – | ﹤0.01% | 679 |
|
|
2023
Q4 | $6.3K | Hold |
100
| – | – | ﹤0.01% | 625 |
|
|
2023
Q3 | $5.52K | Hold |
100
| – | – | ﹤0.01% | 594 |
|
|
2023
Q2 | $6.54K | Hold |
100
| – | – | ﹤0.01% | 606 |
|
|
2023
Q1 | $6.86K | Hold |
100
| – | – | ﹤0.01% | 615 |
|
|
2022
Q4 | $7.09K | Hold |
100
| – | – | ﹤0.01% | 625 |
|
|
2022
Q3 | $7K | Sell |
100
-13
| -12% | -$910 | ﹤0.01% | 634 |
|
|
2022
Q2 | $8K | Buy |
113
+13
| +13% | +$920 | ﹤0.01% | 633 |
|
|
2022
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 633 |
|
|
2021
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 745 |
|
|
2021
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 734 |
|
|
2021
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 719 |
|
|
2021
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 698 |
|
|
2020
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 661 |
|
|
2020
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 659 |
|
|
2020
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 547 |
|
|
2020
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 543 |
|
|
2019
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 579 |
|
|
2019
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 639 |
|
|
2019
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 610 |
|
|
2019
Q1 | $7K | Sell |
100
-20
| -17% | -$1.4K | ﹤0.01% | 584 |
|
|
2018
Q4 | $7K | Hold |
120
| – | – | ﹤0.01% | 541 |
|
|
2018
Q3 | $6K | Hold |
120
| – | – | ﹤0.01% | 559 |
|
|
2018
Q2 | $6K | Hold |
120
| – | – | ﹤0.01% | 597 |
|
|
2018
Q1 | $6K | Buy |
+120
| New | +$6K | ﹤0.01% | 681 |
|
|
2017
Q2 | – | Sell |
-252
| Closed | -$12K | – | 825 |
|
|
2017
Q1 | $12K | Buy |
+252
| New | +$12K | 0.01% | 543 |
|
|
2016
Q2 | – | Sell |
-540
| Closed | -$21K | – | 896 |
|
|
2016
Q1 | $21K | Sell |
540
-95
| -15% | -$3.69K | 0.02% | 376 |
|
|
2015
Q4 | $22K | Buy |
635
+95
| +18% | +$3.29K | 0.02% | 425 |
|
|
2015
Q3 | $16K | Hold |
540
| – | – | 0.01% | 408 |
|
|
2015
Q2 | $16K | Hold |
540
| – | – | 0.01% | 447 |
|
|
2015
Q1 | $18K | Hold |
540
| – | – | 0.01% | 416 |
|
|
2014
Q4 | $17K | Hold |
540
| – | – | 0.01% | 425 |
|
|
2014
Q3 | $15K | Hold |
540
| – | – | 0.01% | 450 |
|
|
2014
Q2 | $16K | Sell |
540
-7,000
| -93% | -$207K | 0.01% | 416 |
|
|
2014
Q1 | $229K | Hold |
7,540
| – | – | 0.25% | 69 |
|
|
2013
Q4 | $219K | Buy |
7,540
+1,000
| +15% | +$29K | 0.12% | 83 |
|
|
2013
Q3 | $197K | Buy |
6,540
+6,000
| +1,111% | +$181K | 0.12% | 72 |
|
|
2013
Q2 | $16K | Buy |
+540
| New | +$16K | 0.01% | 271 |
|