Sutton Wealth Advisors’s Adeia ADEA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,393
| Closed | -$13.2K | – | 816 |
|
|
2022
Q4 | $13.2K | Sell |
1,393
-3,873
| -74% | -$39.4K | 0.01% | 841 |
|
|
2022
Q3 | $19.7K | Buy |
5,266
+1,497
| +40% | +$6.15K | 0.01% | 670 |
|
|
2022
Q2 | $14.4K | Sell |
3,769
-310
| -8% | -$1.3K | 0.01% | 783 |
|
|
2022
Q1 | $18.7K | Sell |
4,079
-960
| -19% | -$4.37K | 0.01% | 730 |
|
|
2021
Q4 | $25.2K | Buy |
5,039
+805
| +19% | +$4.01K | 0.01% | 641 |
|
|
2021
Q3 | $21.1K | Sell |
4,234
-34
| -0.8% | -$183 | 0.01% | 673 |
|
|
2021
Q2 | $25.1K | Hold |
4,268
| – | – | 0.01% | 634 |
|
|
2021
Q1 | $24.6K | Buy |
4,268
+499
| +13% | +$2.88K | 0.01% | 609 |
|
|
2020
Q4 | $20.8K | Hold |
3,769
| – | – | 0.01% | 599 |
|
|
2020
Q3 | $11.5K | Buy |
3,769
+1,595
| +73% | +$5.89K | 0.01% | 696 |
|
|
2020
Q2 | $8.49K | Hold |
2,174
| – | – | ﹤0.01% | 746 |
|
|
2020
Q1 | $8K | Sell |
2,174
-1,670
| -43% | -$7.12K | 0.01% | 714 |
|
|
2019
Q4 | $18.8K | Hold |
3,844
| – | – | 0.01% | 622 |
|
|
2019
Q3 | $21K | Hold |
3,844
| – | – | 0.01% | 567 |
|
|
2019
Q2 | $20.9K | Hold |
3,844
| – | – | 0.01% | 565 |
|
|
2019
Q1 | $23.8K | Hold |
3,844
| – | – | 0.01% | 522 |
|
|
2018
Q4 | $18.7K | Buy |
+3,844
| New | +$15K | 0.01% | 545 |
|
|
2018
Q2 | – | Sell |
-4,404
| Closed | -$24.6K | – | 1128 |
|
|
2018
Q1 | $24.6K | Hold |
4,404
| – | – | 0.02% | 486 |
|
|
2017
Q4 | $28.4K | Buy |
4,404
+979
| +29% | +$5.75K | 0.02% | 429 |
|
|
2017
Q3 | $22.9K | Buy |
3,425
+1,248
| +57% | +$9.19K | 0.02% | 500 |
|
|
2017
Q2 | $17.2K | Hold |
2,177
| – | – | 0.01% | 588 |
|
|
2017
Q1 | $19.6K | Hold |
2,177
| – | – | 0.02% | 525 |
|
|
2016
Q4 | $25.5K | Hold |
2,177
| – | – | 0.02% | 418 |
|
|
2016
Q3 | $22.1K | Hold |
2,177
| – | – | 0.02% | 437 |
|
|
2016
Q2 | $17.6K | Hold |
2,177
| – | – | 0.02% | 480 |
|
|
2016
Q1 | $17.9K | Buy |
+2,177
| New | +$16.6K | 0.02% | 471 |
|
Other funds holding ADEA
RCMNY
HP
