EverSource 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 | $131K | Buy |
14,278
+1,924
| +16% | +$17.7K | 0.01% | 1060 |
|
|
2025
Q1 | $118K | Buy |
12,354
+2,405
| +24% | +$23K | 0.01% | 851 |
|
|
2024
Q4 | $91.6K | Buy |
9,949
+1,776
| +22% | +$16.4K | 0.01% | 935 |
|
|
2024
Q3 | $85.5K | Buy |
8,173
+57
| +0.7% | +$596 | 0.01% | 851 |
|
|
2024
Q2 | $81.2K | Buy |
8,116
+6,243
| +333% | +$62.5K | 0.01% | 884 |
|
|
2024
Q1 | $17.1K | Buy |
1,873
+13
| +0.7% | +$119 | ﹤0.01% | 1437 |
|
|
2023
Q4 | $18.2K | Sell |
1,860
-906
| -33% | -$8.89K | ﹤0.01% | 1276 |
|
|
2023
Q3 | $26.1K | Sell |
2,766
-435
| -14% | -$4.11K | ﹤0.01% | 1034 |
|
|
2023
Q2 | $32.4K | Sell |
3,201
-241
| -7% | -$2.44K | ﹤0.01% | 989 |
|
|
2023
Q1 | $34.7K | Sell |
3,442
-224
| -6% | -$2.26K | ﹤0.01% | 911 |
|
|
2022
Q4 | $37.9K | Buy |
3,666
+2,351
| +179% | +$24.3K | 0.01% | 861 |
|
|
2022
Q3 | $11K | Buy |
1,315
+1,107
| +532% | +$9.26K | ﹤0.01% | 1083 |
|
|
2022
Q2 | $2K | Hold |
208
| – | – | ﹤0.01% | 1461 |
|
|
2022
Q1 | $3K | Sell |
208
-112
| -35% | -$1.62K | ﹤0.01% | 1387 |
|
|
2021
Q4 | $5K | Buy |
+320
| New | +$5K | ﹤0.01% | 1228 |
|