Global Retirement Partners’s Federal Agricultural Mortgage AGM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$760K	Buy	4,329 +324	+8%	+$54.5K	0.01%	751
2025 Q3	$673K	Buy	4,005 +35	+0.9%	+$6.55K	0.02%	665
2025 Q2	$771K	Buy	+3,970	New	+$729K	0.02%	577
2024 Q4	$770K	Buy	3,909 +28	+0.7%	+$5.55K	0.02%	508
2024 Q3	$727K	Buy	3,881 +29	+0.8%	+$5.54K	0.02%	526
2024 Q2	$697K	Buy	3,852 +30	+0.8%	+$5.42K	0.02%	518
2024 Q1	$753K	Buy	3,822 +27	+0.7%	+$5.02K	0.03%	427
2023 Q4	$681K	Buy	3,795 +21	+0.6%	+$3.42K	0.03%	423
2023 Q3	$567K	Buy	3,774 +26	+0.7%	+$4.21K	0.03%	408
2023 Q2	$539K	Buy	3,748 +29	+0.8%	+$3.98K	0.03%	433
2023 Q1	$472K	Buy	3,719 +61	+2%	+$8.01K	0.03%	443
2022 Q4	$412K	Hold	3,658	–	–	0.03%	406
2022 Q3	$421K	Buy	3,658 +35	+1%	+$3.71K	0.03%	392
2022 Q2	$354K	Buy	3,623 +36	+1%	+$3.7K	0.03%	421
2022 Q1	$367K	Buy	+3,587	New	+$439K	0.03%	407