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Balboa Wealth Partners’s Federal Agricultural Mortgage AGM Stock Holding History

Balboa Wealth 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 		$423K Hold
2,850
– – 0.07% 233
2025
Q4 		$500K Sell
2,850
-550
-16% -$92.5K 0.08% 195
2025
Q3 		$571K Hold
3,400
– – 0.1% 169
2025
Q2 		$661K Sell
3,400
-425
-11% -$78K 0.13% 129
2025
Q1 		$717K Buy
3,825
+150
+4% +$29.4K 0.17% 101
2024
Q4 		$724K Sell
3,675
-200
-5% -$39.7K 0.17% 104
2024
Q3 		$726K Hold
3,875
– – 0.18% 106
2024
Q2 		$701K Buy
3,875
+150
+4% +$27.1K 0.19% 99
2024
Q1 		$733K Buy
3,725
+425
+13% +$79.1K 0.23% 84
2023
Q4 		$631K Buy
3,300
+1,100
+50% +$179K 0.21% 93
2023
Q3 		$339K Buy
+2,200
New +$356K 0.13% 133

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