Principal Securities’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 | $81.8K | Sell |
1,120
-22
| -2% | -$1.61K | ﹤0.01% | 1622 |
|
|
2025
Q1 | $80.5K | Hold |
1,142
| – | – | ﹤0.01% | 1536 |
|
|
2024
Q4 | $80.5K | Buy |
1,142
+237
| +26% | +$16.7K | ﹤0.01% | 1531 |
|
|
2024
Q3 | $68.2K | Buy |
905
+52
| +6% | +$3.92K | ﹤0.01% | 1559 |
|
|
2024
Q2 | $52.8K | Sell |
853
-363
| -30% | -$22.5K | ﹤0.01% | 1600 |
|
|
2024
Q1 | $69.5K | Sell |
1,216
-62
| -5% | -$3.54K | ﹤0.01% | 1422 |
|
|
2023
Q4 | $80.5K | Buy |
+1,278
| New | +$80.5K | ﹤0.01% | 1264 |
|