Arkadios Wealth Advisors’s AGNC Investment AGNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $621K | Buy |
67,589
+10,394
| +18% | +$95.5K | 0.02% | 751 |
|
|
2025
Q1 | $548K | Sell |
57,195
-203
| -0.4% | -$1.95K | 0.02% | 677 |
|
|
2024
Q4 | $529K | Buy |
57,398
+12,559
| +28% | +$116K | 0.03% | 527 |
|
|
2024
Q3 | $469K | Buy |
44,839
+16,426
| +58% | +$172K | 0.03% | 558 |
|
|
2024
Q2 | $271K | Buy |
+28,413
| New | +$271K | 0.02% | 666 |
|
|
2021
Q4 | – | Sell |
-1,092
| Closed | -$17K | – | 595 |
|
|
2021
Q3 | $17K | Buy |
1,092
+904
| +481% | +$14.1K | ﹤0.01% | 1263 |
|
|
2021
Q2 | $3K | Buy |
+188
| New | +$3K | ﹤0.01% | 1798 |
|
|
2021
Q1 | – | Sell |
-221
| Closed | -$3K | – | 1631 |
|
|
2020
Q4 | $3K | Buy |
221
+4
| +2% | +$54 | ﹤0.01% | 1186 |
|
|
2020
Q3 | $3.07K | Buy |
217
+5
| +2% | +$71 | ﹤0.01% | 905 |
|
|
2020
Q2 | $2.75K | Buy |
212
+8
| +4% | +$104 | ﹤0.01% | 848 |
|
|
2020
Q1 | $2.15K | Sell |
204
-199
| -49% | -$2.1K | ﹤0.01% | 914 |
|
|
2019
Q4 | $7.71K | Buy |
+403
| New | +$7.71K | ﹤0.01% | 636 |
|