EP Wealth 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 | $168K | Sell |
18,269
-7,966
| -30% | -$73.2K | ﹤0.01% | 1297 |
|
|
2025
Q1 | $251K | Buy |
26,235
+14,122
| +117% | +$135K | ﹤0.01% | 1015 |
|
|
2024
Q4 | $112K | Buy |
+12,113
| New | +$112K | ﹤0.01% | 1186 |
|
|
2022
Q4 | – | Sell |
-10,625
| Closed | -$89K | – | 623 |
|
|
2022
Q3 | $89K | Buy |
+10,625
| New | +$89K | ﹤0.01% | 323 |
|