Steward Partners Investment Advisory’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
Q3 | $81K | Buy |
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|
2025
Q2 | $80.7K | Sell |
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|
2025
Q1 | $95.1K | Sell |
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|
2024
Q4 | $98.4K | Sell |
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|
2024
Q3 | $202K | Sell |
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|
2024
Q2 | $460K | Sell |
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|
2024
Q1 | $465K | Buy |
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|
2023
Q4 | $109K | Buy |
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|
2023
Q3 | $17.1K | Buy |
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|
2023
Q2 | $20.1K | Buy |
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|
2023
Q1 | $20.9K | Buy |
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|
2022
Q4 | $16.8K | Buy |
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|
2022
Q3 | $16K | Sell |
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|
2022
Q2 | $21K | Sell |
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|
2022
Q1 | $87K | Sell |
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|
2021
Q4 | $596K | Sell |
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|
2021
Q3 | $679K | Buy |
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|
2021
Q2 | $689K | Buy |
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|
2021
Q1 | $415K | Buy |
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|
2020
Q4 | $213K | Buy |
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|
2020
Q3 | $15K | Hold |
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|
2020
Q2 | $16K | Sell |
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|
2020
Q1 | $24K | Hold |
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|
2019
Q4 | $27K | Hold |
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|
2019
Q3 | $28K | Hold |
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|
2019
Q2 | $24K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $22K | Hold |
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|
2018
Q2 | $22K | Hold |
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|
2018
Q1 | $20K | Buy |
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