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

Avantax Planning Partners’s Portfolio AGM Stock Details AGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,238
Closed -$217K – 436
2025
Q4 		$217K Hold
1,238
– – 0.01% 407
2025
Q3 		$208K Hold
1,238
– – 0.01% 416
2025
Q2 		$241K Hold
1,238
– – 0.01% 400
2025
Q1 		$232K Hold
1,238
– – 0.01% 382
2024
Q4 		$244K Hold
1,238
– – 0.01% 374
2024
Q3 		$232K Hold
1,238
– – 0.01% 392
2024
Q2 		$224K Hold
1,238
– – 0.01% 419
2024
Q1 		$244K Hold
1,238
– – 0.01% 405
2023
Q4 		$237K Buy
+1,238
New +$201K 0.01% 332

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