A detailed history of Sound Income Strategies, LLC transactions in Adams Diversified Equity Fund, Inc. stock. As of the latest transaction made, Sound Income Strategies, LLC holds 615 shares of ADX stock, worth $13,849. This represents 0.0% of its overall portfolio holdings.

Number of Shares
615
Previous 2,615 76.48%
Holding current value
$13,849
Previous $56,000 76.79%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 10, 2025

SELL
$21.15 - $22.45 $42,300 - $44,900
-2,000 Reduced 76.48%
615 $13,000
Q2 2025

Jul 17, 2025

BUY
$17.11 - $21.71 $34,220 - $43,420
2,000 Added 325.2%
2,615 $56,000
Q3 2022

Oct 18, 2022

BUY
$14.57 - $17.38 $8,960 - $10,688
615 New
615 $9,000
Q2 2021

Jul 13, 2021

SELL
$18.43 - $19.77 $55 - $59
-3 Closed
0 $0
Q1 2020

Apr 07, 2020

BUY
$10.43 - $16.6 $31 - $49
3 New
3 $0

Others Institutions Holding ADX

About ADAMS DIVERSIFIED EQUITY FUND, INC.


  • Ticker ADX
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 117,840,000
  • Market Cap $2.65B
  • Description
  • Adams Diversified Equity Fund, Inc. is a publicly owned investment manager. The firm provides its services to investment companies. The firm invests in the public equity markets of the United States. It invests in stocks of large-cap companies across diversified sectors to make its investments. The firm employs a fundamental, technical and quant...
More about ADX
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