UMB Bank’s Agree Realty ADC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $148K | Buy |
2,024
+279
| +16% | +$20.4K | ﹤0.01% | 686 |
|
|
2025
Q1 | $135K | Buy |
1,745
+606
| +53% | +$46.8K | ﹤0.01% | 671 |
|
|
2024
Q4 | $80.2K | Buy |
1,139
+168
| +17% | +$11.8K | ﹤0.01% | 760 |
|
|
2024
Q3 | $73.1K | Buy |
971
+299
| +44% | +$22.5K | ﹤0.01% | 769 |
|
|
2024
Q2 | $41.6K | Sell |
672
-47
| -7% | -$2.91K | ﹤0.01% | 865 |
|
|
2024
Q1 | $41.1K | Buy |
719
+512
| +247% | +$29.2K | ﹤0.01% | 871 |
|
|
2023
Q4 | $13K | Sell |
207
-243
| -54% | -$15.3K | ﹤0.01% | 1200 |
|
|
2023
Q3 | $24.9K | Sell |
450
-208
| -32% | -$11.5K | ﹤0.01% | 1017 |
|
|
2023
Q2 | $43K | Buy |
658
+36
| +6% | +$2.35K | ﹤0.01% | 878 |
|
|
2023
Q1 | $42.7K | Sell |
622
-189
| -23% | -$13K | ﹤0.01% | 876 |
|
|
2022
Q4 | $57K | Sell |
811
-227
| -22% | -$16K | ﹤0.01% | 812 |
|
|
2022
Q3 | $70K | Sell |
1,038
-43
| -4% | -$2.9K | ﹤0.01% | 792 |
|
|
2022
Q2 | $78K | Hold |
1,081
| – | – | ﹤0.01% | 799 |
|
|
2022
Q1 | $72K | Buy |
1,081
+388
| +56% | +$25.8K | ﹤0.01% | 855 |
|
|
2021
Q4 | $49K | Buy |
+693
| New | +$49K | ﹤0.01% | 1001 |
|