IFP Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $148 | Sell |
1
-1
| -50% | -$164 | ﹤0.01% | 4672 |
|
|
2025
Q4 | $351 | Hold |
2
| – | – | ﹤0.01% | 4365 |
|
|
2025
Q3 | $336 | Sell |
2
-1
| -33% | -$187 | ﹤0.01% | 4278 |
|
|
2025
Q2 | $583 | Buy |
+3
| New | +$551 | ﹤0.01% | 4395 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 3523 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3482 |
|
|
2023
Q1 | – | Sell |
-69
| Closed | -$6K | – | 3374 |
|
|
2022
Q4 | $6K | Sell |
69
-66
| -49% | -$7.59K | ﹤0.01% | 3660 |
|
|
2022
Q3 | $12K | Hold |
135
| – | – | ﹤0.01% | 3497 |
|
|
2022
Q2 | $12K | Hold |
135
| – | – | ﹤0.01% | 3239 |
|
|
2022
Q1 | $12K | Buy |
+135
| New | +$16.5K | ﹤0.01% | 3239 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3388 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3075 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3021 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 2944 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 2849 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 2743 |
|
|
2018
Q3 | – | Sell |
-33
| Closed | -$3K | – | 3801 |
|
|
2018
Q2 | $3K | Buy |
+33
| New | +$2.96K | ﹤0.01% | 3446 |
|
|
2017
Q4 | – | Sell |
-11
| Closed | -$1K | – | 3787 |
|
|
2017
Q3 | $1K | Buy |
+11
| New | +$743 | ﹤0.01% | 3864 |
|
|
2017
Q1 | – | Sell |
-4
| Closed | – | – | 3964 |
|
|
2016
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 3956 |
|
|
2016
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 3883 |
|
|
2016
Q2 | $0 | Buy |
+4
| New | +$149 | ﹤0.01% | 3814 |
|
|
2016
Q1 | – | Sell |
-4
| Closed | – | – | 2364 |
|
|
2015
Q4 | $0 | Buy |
+4
| New | +$120 | ﹤0.01% | 3705 |
|
Other funds holding AGM
VCM
