B. Riley 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 | $217K | Buy |
+23,647
| New | +$217K | 0.01% | 835 |
|
|
2024
Q4 | $720K | Sell |
77,202
-50,670
| -40% | -$473K | 0.02% | 555 |
|
|
2024
Q3 | $1.34M | Sell |
127,872
-3,776
| -3% | -$39.7K | 0.04% | 422 |
|
|
2024
Q2 | $1.27M | Buy |
131,648
+101,351
| +335% | +$979K | 0.03% | 465 |
|
|
2024
Q1 | $290K | Sell |
30,297
-102,933
| -77% | -$984K | 0.01% | 1052 |
|
|
2023
Q4 | $1.32M | Buy |
133,230
+102,933
| +340% | +$1.02M | 0.04% | 454 |
|
|
2023
Q3 | $290K | Sell |
30,297
-16,181
| -35% | -$155K | 0.01% | 1052 |
|
|
2023
Q2 | $474K | Sell |
46,478
-9,376
| -17% | -$95.7K | 0.01% | 880 |
|
|
2023
Q1 | $567K | Sell |
55,854
-25,301
| -31% | -$257K | 0.02% | 752 |
|
|
2022
Q4 | $847K | Buy |
81,155
+19,954
| +33% | +$208K | 0.02% | 594 |
|
|
2022
Q3 | $516K | Buy |
61,201
+26,252
| +75% | +$221K | 0.02% | 748 |
|
|
2022
Q2 | $387K | Buy |
34,949
+5,152
| +17% | +$57.1K | 0.02% | 761 |
|
|
2022
Q1 | $391K | Buy |
29,797
+7,637
| +34% | +$100K | 0.01% | 889 |
|
|
2021
Q4 | $333K | Sell |
22,160
-1,877
| -8% | -$28.2K | 0.01% | 1015 |
|
|
2021
Q3 | $390K | Sell |
24,037
-1,149
| -5% | -$18.6K | 0.01% | 905 |
|
|
2021
Q2 | $424K | Sell |
25,186
-310
| -1% | -$5.22K | 0.01% | 851 |
|
|
2021
Q1 | $417K | Buy |
25,496
+2,060
| +9% | +$33.7K | 0.01% | 828 |
|
|
2020
Q4 | $366K | Buy |
23,436
+562
| +2% | +$8.78K | 0.02% | 652 |
|
|
2020
Q3 | $309K | Sell |
22,874
-1,407
| -6% | -$19K | 0.02% | 707 |
|
|
2020
Q2 | $314K | Sell |
24,281
-16,354
| -40% | -$211K | 0.02% | 617 |
|
|
2020
Q1 | $430K | Buy |
+40,635
| New | +$430K | 0.04% | 432 |
|
|
2017
Q3 | – | Sell |
-10,601
| Closed | -$227K | – | 542 |
|
|
2017
Q2 | $227K | Buy |
10,601
+87
| +0.8% | +$1.86K | 0.04% | 443 |
|
|
2017
Q1 | $210K | Sell |
10,514
-220
| -2% | -$4.39K | 0.04% | 450 |
|
|
2016
Q4 | $195K | Buy |
+10,734
| New | +$195K | 0.04% | 466 |
|
|
2015
Q1 | – | Sell |
-7,165
| Closed | -$156 | – | 612 |
|
|
2014
Q4 | $156 | Buy |
+7,165
| New | +$156 | ﹤0.01% | 1497 |
|
|
2014
Q3 | – | Sell |
-17,633
| Closed | -$199K | – | 690 |
|
|
2014
Q2 | $199K | Buy |
17,633
+7,733
| +78% | +$87.1K | 0.05% | 455 |
|
|
2014
Q1 | $213K | Sell |
9,900
-2,043
| -17% | -$44K | 0.06% | 366 |
|
|
2013
Q4 | $230K | Sell |
11,943
-2,783
| -19% | -$53.6K | 0.07% | 305 |
|
|
2013
Q3 | $333K | Sell |
14,726
-10,660
| -42% | -$241K | 0.11% | 204 |
|
|
2013
Q2 | $584K | Buy |
+25,386
| New | +$584K | 0.2% | 126 |
|