Brinker Capital Investments’s Federal Agricultural Mortgage AGM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$255K	Buy	1,720 +236	+16%	+$38.6K	﹤0.01%	1730
2025 Q4	$261K	Sell	1,484 -234	-14%	-$39.4K	﹤0.01%	1876
2025 Q3	$289K	Buy	1,718 +50	+3%	+$9.36K	﹤0.01%	1770
2025 Q2	$324K	Sell	1,668 -105	-6%	-$19.3K	﹤0.01%	1670
2025 Q1	$332K	Sell	1,773 -50	-3%	-$9.81K	﹤0.01%	1585
2024 Q4	$359K	Sell	1,823 -165	-8%	-$32.7K	﹤0.01%	1474
2024 Q3	$373K	Sell	1,988 -125	-6%	-$23.9K	﹤0.01%	1434
2024 Q2	$382K	Sell	2,113 -105	-5%	-$19K	﹤0.01%	1372
2024 Q1	$437K	Sell	2,218 -195	-8%	-$36.3K	﹤0.01%	1324
2023 Q4	$447K	Sell	2,413 -98	-4%	-$15.9K	0.01%	1259
2023 Q3	$387K	Sell	2,511 -233	-8%	-$37.7K	﹤0.01%	1294
2023 Q2	$394K	Sell	2,744 -183	-6%	-$25.1K	﹤0.01%	1302
2023 Q1	$390K	Buy	2,927 +208	+8%	+$27.3K	﹤0.01%	1240
2022 Q4	$306K	Buy	2,719 +235	+9%	+$27K	0.01%	1142
2022 Q3	$246K	Sell	2,484 -50	-2%	-$5.3K	0.01%	1196
2022 Q2	$247K	Sell	2,534 -184	-7%	-$18.9K	﹤0.01%	1234
2022 Q1	$295K	Buy	2,718 +2	+0.1%	+$245	﹤0.01%	1223
2021 Q4	$337K	Buy	2,716 +418	+18%	+$51.4K	﹤0.01%	1200
2021 Q3	$227K	Hold	2,298	–	–	﹤0.01%	1223
2021 Q2	$227K	Sell	2,298 -142	-6%	-$14.4K	﹤0.01%	1275
2021 Q1	$246K	Sell	2,440 -2,260	-48%	-$195K	﹤0.01%	1107
2020 Q4	$349K	Buy	+4,700	New	+$327K	0.01%	906