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
Q3
Sell
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