Concurrent Investment 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	–	Sell	-20,918	Closed	-$200K	–	1344
2025 Q1	$200K	Sell	20,918 -8,097	-28%	-$77.6K	﹤0.01%	1124
2024 Q4	$267K	Sell	29,015 -4,544	-14%	-$41.9K	0.01%	862
2024 Q3	$351K	Buy	+33,559	New	+$351K	0.01%	725