Sequoia Financial Advisors’s Agree Realty ADC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Buy |
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|
2025
Q1 | $365K | Buy |
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|
2024
Q4 | $323K | Buy |
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|
2024
Q3 | $333K | Buy |
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|
2024
Q2 | $237K | Sell |
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|
2024
Q1 | $401K | Buy |
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|
2023
Q4 | $423K | Buy |
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|
2023
Q3 | $366K | Buy |
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|
2023
Q2 | $428K | Sell |
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|
2023
Q1 | $479K | Sell |
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|
2022
Q4 | $629K | Buy |
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|
2022
Q3 | $357K | Buy |
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|
2022
Q2 | $365K | Sell |
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|
2022
Q1 | $441K | Buy |
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|
2021
Q4 | $430K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $407K | Hold |
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|
2021
Q1 | $388K | Hold |
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|
2020
Q4 | $384K | Hold |
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|
2020
Q3 | $367K | Hold |
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|
2020
Q2 | $379K | Buy |
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|
2020
Q1 | $350K | Buy |
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|
2019
Q4 | $396K | Buy |
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