Sunbelt Securities’s Adams Diversified Equity Fund ADX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$51.8K Buy
2025
Q1
$48.5K Sell
2024
Q4
$52K Hold
2024
Q3
$55.3K Hold
2024
Q2
$55.1K Buy
2024
Q1
$215 Hold
2023
Q4
$195 Hold
2023
Q3
$183 Hold
2023
Q2
$185 Hold
2023
Q1
$168 Buy