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D.A. DAVIDSON & CO. ADX Position History
Adams Diversified Equity Fund, Inc. • Financial Services
Quarters held
4
Latest value
$3.8M
Q3 2026
Peak value
$3.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $3.1M |
| Q1 2026 | $3.2M |
| Q2 2026 | $3.7M |
| Q3 2026 | $3.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.8M | 149.0K | — | — |
| Q2 2026 | $3.7M | 146.3K | — | — |
| Q1 2026 | $3.2M | 145.8K | — | — |
| Q4 2025 | $3.1M | 131.0K | — | — |