Avantax Planning Partners’s Federal Agricultural Mortgage AGM Stock Holding History

Avantax Planning Partners’s Portfolio AGM Stock Details AGM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$217K	Hold
2025 Q3	$208K	Hold
2025 Q2	$241K	Hold
2025 Q1	$232K	Hold
2024 Q4	$244K	Hold
2024 Q3	$232K	Hold
2024 Q2	$224K	Hold
2024 Q1	$244K	Hold
2023 Q4	$237K	Buy