Fermata 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 | $521K | Buy |
56,716
+8,495
| +18% | +$78.1K | 0.14% | 129 |
|
|
2025
Q1 | $462K | Buy |
48,221
+2,097
| +5% | +$20.1K | 0.08% | 166 |
|
|
2024
Q4 | $425K | Buy |
46,124
+663
| +1% | +$6.11K | 0.08% | 159 |
|
|
2024
Q3 | $476K | Buy |
45,461
+4,578
| +11% | +$47.9K | 0.1% | 126 |
|
|
2024
Q2 | $390K | Buy |
40,883
+17,670
| +76% | +$169K | 0.09% | 137 |
|
|
2024
Q1 | $230K | Buy |
23,213
+8,039
| +53% | +$79.6K | 0.05% | 186 |
|
|
2023
Q4 | $149K | Buy |
+15,174
| New | +$149K | 0.04% | 182 |
|