Legacy Capital Wealth Partners’s AGNC Investment AGNC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$365K Sell
36,384
-406
-1% -$4.49K 0.08% 264
2025
Q4
$394K Buy
36,790
+577
+2% +$5.93K 0.08% 243
2025
Q3
$355K Buy
36,213
+3,000
+9% +$29.1K 0.08% 278
2025
Q2
$305K Buy
33,213
+4,994
+18% +$44.7K 0.07% 298
2025
Q1
$270K Buy
28,219
+2,083
+8% +$20.8K 0.07% 298
2024
Q4
$241K Sell
26,136
-3,221
-11% -$31.4K 0.06% 303
2024
Q3
$307K Buy
29,357
+721
+3% +$7.33K 0.06% 270
2024
Q2
$273K Buy
+28,636
New +$274K 0.07% 256
2024
Q1
Sell
-22,298
Closed -$219K 119
2023
Q4
$219K Sell
22,298
-7,547
-25% -$66.3K 0.06% 267
2023
Q3
$282K Buy
+29,845
New +$295K 0.08% 218
2023
Q2
Sell
-24,756
Closed -$250K 45
2023
Q1
$250K Buy
+24,756
New +$269K 0.07% 219

Other funds holding AGNC