Capital Advisory Group Advisory Services’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 | – | Sell |
-5,589
| Closed | -$981K | – | 14 |
|
|
2025
Q4 | $981K | Sell |
5,589
-2,108
| -27% | -$354K | 0.29% | 78 |
|
|
2025
Q3 | $1.29M | Sell |
7,697
-215
| -3% | -$40.3K | 0.4% | 71 |
|
|
2025
Q2 | $1.54M | Sell |
7,912
-99
| -1% | -$18.2K | 0.55% | 56 |
|
|
2025
Q1 | $1.5M | Buy |
8,011
+29
| +0.4% | +$5.69K | 0.57% | 56 |
|
|
2024
Q4 | $1.57M | Sell |
7,982
-11
| -0.1% | -$2.18K | 0.56% | 55 |
|
|
2024
Q3 | $1.5M | Sell |
7,993
-47
| -0.6% | -$8.97K | 0.6% | 52 |
|
|
2024
Q2 | $1.45M | Sell |
8,040
-277
| -3% | -$50K | 0.62% | 49 |
|
|
2024
Q1 | $1.64M | Sell |
8,317
-102
| -1% | -$19K | 0.78% | 39 |
|
|
2023
Q4 | $1.61M | Sell |
8,419
-225
| -3% | -$36.6K | 0.86% | 34 |
|
|
2023
Q3 | $1.33M | Buy |
+8,644
| New | +$1.4M | 0.76% | 40 |
|
|
2023
Q2 | – | Sell |
-8,963
| Closed | -$1.19M | – | 85 |
|
|
2023
Q1 | $1.19M | Sell |
8,963
-84
| -0.9% | -$11K | 0.72% | 42 |
|
|
2022
Q4 | $1.02M | Sell |
9,047
-57
| -0.6% | -$6.56K | 0.69% | 43 |
|
|
2022
Q3 | $903K | Sell |
9,104
-440
| -5% | -$46.7K | 0.63% | 47 |
|
|
2022
Q2 | $978K | Sell |
9,544
-32
| -0.3% | -$3.29K | 0.58% | 49 |
|
|
2022
Q1 | $1.04M | Buy |
+9,576
| New | +$1.17M | 0.48% | 58 |
|
|
2021
Q4 | – | Sell |
-9,347
| Closed | -$1.01M | – | 175 |
|
|
2021
Q3 | $1.01M | Buy |
9,347
+3,123
| +50% | +$310K | 0.37% | 69 |
|
|
2021
Q2 | $616K | Buy |
6,224
+242
| +4% | +$24.5K | 0.22% | 99 |
|
|
2021
Q1 | $603K | Buy |
5,982
+94
| +2% | +$8.12K | 0.23% | 101 |
|
|
2020
Q4 | $437K | Buy |
5,888
+3,281
| +126% | +$228K | 0.18% | 103 |
|
|
2020
Q3 | $166K | Buy |
2,607
+113
| +5% | +$7.3K | 0.09% | 150 |
|
|
2020
Q2 | $160K | Buy |
+2,494
| New | +$155K | 0.09% | 155 |
|
Other funds holding AGM
VCM