Creative Planning’s Federal Agricultural Mortgage AGM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Sell |
5,317
-580
| -10% | -$113K | ﹤0.01% | 1816 |
|
|
2025
Q1 | $1.11M | Buy |
5,897
+347
| +6% | +$65.1K | ﹤0.01% | 1635 |
|
|
2024
Q4 | $1.09M | Sell |
5,550
-13
| -0.2% | -$2.56K | ﹤0.01% | 1584 |
|
|
2024
Q3 | $1.04M | Buy |
5,563
+410
| +8% | +$76.8K | ﹤0.01% | 1485 |
|
|
2024
Q2 | $932K | Sell |
5,153
-720
| -12% | -$130K | ﹤0.01% | 1451 |
|
|
2024
Q1 | $1.16M | Buy |
5,873
+1,710
| +41% | +$337K | ﹤0.01% | 1241 |
|
|
2023
Q4 | $796K | Buy |
4,163
+792
| +23% | +$151K | ﹤0.01% | 1369 |
|
|
2023
Q3 | $520K | Buy |
3,371
+791
| +31% | +$122K | ﹤0.01% | 1545 |
|
|
2023
Q2 | $371K | Buy |
2,580
+93
| +4% | +$13.4K | ﹤0.01% | 1741 |
|
|
2023
Q1 | $331K | Buy |
2,487
+112
| +5% | +$14.9K | ﹤0.01% | 1736 |
|
|
2022
Q4 | $268K | Buy |
2,375
+266
| +13% | +$30K | ﹤0.01% | 1792 |
|
|
2022
Q3 | $209K | Buy |
2,109
+52
| +3% | +$5.15K | ﹤0.01% | 1870 |
|
|
2022
Q2 | $201K | Buy |
2,057
+50
| +2% | +$4.89K | ﹤0.01% | 1873 |
|
|
2022
Q1 | $218K | Sell |
2,007
-290
| -13% | -$31.5K | ﹤0.01% | 1832 |
|
|
2021
Q4 | $285K | Buy |
2,297
+137
| +6% | +$17K | ﹤0.01% | 1659 |
|
|
2021
Q3 | $234K | Buy |
+2,160
| New | +$234K | ﹤0.01% | 1753 |
|
|
2017
Q3 | – | Sell |
-300
| Closed | -$19K | – | 1885 |
|
|
2017
Q2 | $19K | Hold |
300
| – | – | ﹤0.01% | 3175 |
|
|
2017
Q1 | $17K | Hold |
300
| – | – | ﹤0.01% | 3177 |
|
|
2016
Q4 | $17K | Sell |
300
-299
| -50% | -$16.9K | ﹤0.01% | 3125 |
|
|
2016
Q3 | $24K | Buy |
599
+299
| +100% | +$12K | ﹤0.01% | 2892 |
|
|
2016
Q2 | $10K | Buy |
+300
| New | +$10K | ﹤0.01% | 3189 |
|
|
2016
Q1 | – | Sell |
-1,000
| Closed | -$32K | – | 4180 |
|
|
2015
Q4 | $32K | Buy |
+1,000
| New | +$32K | ﹤0.01% | 2442 |
|