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

Sunbelt Securities’s Portfolio ADX Stock Details ADX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$171K Buy
+7,800
New +$179K 0.01% 684
2025
Q3 		– Sell
-2,563
Closed -$51.8K – 2701
2025
Q2 		$51.8K Buy
2,563
+11
+0.4% +$217 ﹤0.01% 922
2025
Q1 		$48.5K Sell
2,552
-11
-0.4% -$221 ﹤0.01% 919
2024
Q4 		$52K Hold
2,563
– – ﹤0.01% 920
2024
Q3 		$55.3K Hold
2,563
– – 0.01% 920
2024
Q2 		$55.1K Buy
2,563
+2,552
+23,200% +$50.9K 0.01% 879
2024
Q1 		$215 Hold
11
– – ﹤0.01% 1673
2023
Q4 		$195 Hold
11
– – ﹤0.01% 1637
2023
Q3 		$183 Hold
11
– – ﹤0.01% 1700
2023
Q2 		$185 Hold
11
– – ﹤0.01% 1633
2023
Q1 		$168 Buy
+11
New +$168 ﹤0.01% 1598

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