Avantax Planning Partners’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 | $275K | Buy |
29,955
+16,350
| +120% | +$150K | 0.01% | 370 |
|
|
2025
Q1 | $130K | Sell |
13,605
-1,526
| -10% | -$14.6K | ﹤0.01% | 421 |
|
|
2024
Q4 | $139K | Sell |
15,131
-3,138
| -17% | -$28.9K | 0.01% | 420 |
|
|
2024
Q3 | $191K | Buy |
18,269
+801
| +5% | +$8.38K | 0.01% | 421 |
|
|
2024
Q2 | $167K | Sell |
17,468
-1,476
| -8% | -$14.1K | 0.01% | 449 |
|
|
2024
Q1 | $188K | Buy |
18,944
+3,471
| +22% | +$34.4K | 0.01% | 449 |
|
|
2023
Q4 | $152K | Sell |
15,473
-260
| -2% | -$2.55K | 0.01% | 366 |
|
|
2023
Q3 | $149K | Buy |
15,733
+820
| +5% | +$7.74K | 0.01% | 350 |
|
|
2023
Q2 | $151K | Buy |
14,913
+973
| +7% | +$9.86K | 0.01% | 359 |
|
|
2023
Q1 | $141K | Buy |
+13,940
| New | +$141K | 0.01% | 362 |
|
|
2018
Q4 | – | Sell |
-3,785
| Closed | -$71K | – | 296 |
|
|
2018
Q3 | $71K | Buy |
+3,785
| New | +$71K | 0.01% | 410 |
|
|
2018
Q2 | – | Sell |
-11,577
| Closed | -$219K | – | 263 |
|
|
2018
Q1 | $219K | Sell |
11,577
-1,040
| -8% | -$19.7K | 0.02% | 279 |
|
|
2017
Q4 | $255K | Sell |
12,617
-973
| -7% | -$19.7K | 0.02% | 253 |
|
|
2017
Q3 | $295K | Buy |
+13,590
| New | +$295K | 0.02% | 272 |
|