Avantax Planning Partners’s Federal Agricultural Mortgage AGM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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 | +$237K | 0.01% | 332 |
|