Texas Yale Capital Corp’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 | $653K | Hold |
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|
2025
Q2 | $672K | Hold |
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|
2025
Q1 | $710K | Hold |
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|
2024
Q4 | $648K | Hold |
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|
2024
Q3 | $693K | Hold |
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|
2024
Q2 | $570K | Hold |
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|
2024
Q1 | $525K | Hold |
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|
2023
Q4 | $579K | Hold |
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|
2023
Q3 | $508K | Hold |
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|
2023
Q2 | $601K | Hold |
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|
2023
Q1 | $631K | Hold |
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|
2022
Q4 | $652K | Hold |
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|
2022
Q3 | $621K | Hold |
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|
2022
Q2 | $663K | Hold |
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|
2022
Q1 | $610K | Sell |
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|
2021
Q4 | $1.07M | Hold |
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|
2021
Q3 | $993K | Hold |
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|
2021
Q2 | $1.06M | Hold |
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|
2021
Q1 | $1.01M | Hold |
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|
2020
Q4 | $998K | Sell |
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|
2020
Q3 | $990K | Hold |
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|
2020
Q2 | $1.02M | Sell |
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|
2020
Q1 | $978K | Hold |
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|
2019
Q4 | $1.11M | Hold |
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|
2019
Q3 | $1.16M | Hold |
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|
2019
Q2 | $1.01M | Sell |
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|
2019
Q1 | $2.19M | Buy |
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|
2018
Q4 | $934K | Hold |
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|
2018
Q3 | $839K | Hold |
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|
2018
Q2 | $834K | Hold |
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|
2018
Q1 | $759K | Hold |
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|
2017
Q4 | $813K | Hold |
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|
2017
Q3 | $775K | Hold |
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|
2017
Q2 | $725K | Hold |
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|
2017
Q1 | $758K | Hold |
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|
2016
Q4 | $728K | Hold |
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|
2016
Q3 | $781K | Hold |
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|
2016
Q2 | $762K | Hold |
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|
2016
Q1 | $608K | Sell |
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|
2015
Q4 | $539K | Sell |
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|
2015
Q3 | $510K | Hold |
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|
2015
Q2 | $499K | Hold |
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|
2015
Q1 | $563K | Hold |
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|
2014
Q4 | $531K | Hold |
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|
2014
Q3 | $468K | Hold |
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|
2014
Q2 | $517K | Hold |
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|
2014
Q1 | $520K | Hold |
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|
2013
Q4 | $496K | Buy |
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|
2013
Q3 | $478K | Hold |
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|
2013
Q2 | $468K | Buy |
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