Raymond James Financial’s Adams Resources & Energy Inc AE Stock Holding History

Raymond James Financial’s Portfolio AE Stock Details AE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-13,891	Closed	-$524K	–	5005
2024 Q4	$524K	Buy	+13,891	New	+$452K	﹤0.01%	3879

Other funds holding AE

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Raymond James Financial's AE Position: Q1 2025 in Review

Raymond James Financial sold out of Adams Resources & Energy Inc (AE) in Q1 2025, closing a stake of 13,891 shares — an estimated $524K sold.

Raymond James Financial first reported a position in AE in Q4 2024 and held it in 1 quarter. The position peaked at $524K in Q4 2024. 1 fund tracked by Wall St. Rank holds AE as of Q1 2025.

Raymond James Financial reported no remaining Adams Resources & Energy Inc position as of Q1 2025 after selling out during the quarter.
Raymond James Financial sold 13,891 Adams Resources & Energy Inc shares in Q1 2025, an estimated $524K.
Raymond James Financial first reported a position in Adams Resources & Energy Inc in Q4 2024 and held it in 1 quarter.
Raymond James Financial's Adams Resources & Energy Inc position peaked at $524K in Q4 2024.
1 fund tracked by Wall St. Rank held Adams Resources & Energy Inc as of Q1 2025.

Based on Raymond James Financial's 13F filing for Q1 2025, filed 13 May 2025.