MAI Capital Management’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	$235K	Sell	1,587 -146	-8%	-$23.9K	﹤0.01%	1383
2025 Q4	$304K	Sell	1,733 -234	-12%	-$39.4K	﹤0.01%	1149
2025 Q3	$330K	Buy	1,967 +617	+46%	+$116K	﹤0.01%	1064
2025 Q2	$262K	Hold	1,350	–	–	﹤0.01%	1062
2025 Q1	$253K	Hold	1,350	–	–	﹤0.01%	1033
2024 Q4	$266K	Sell	1,350 -300	-18%	-$59.5K	﹤0.01%	1038
2024 Q3	$309K	Sell	1,650 -17	-1%	-$3.25K	﹤0.01%	867
2024 Q2	$301K	Buy	1,667 +17	+1%	+$3.07K	﹤0.01%	992
2024 Q1	$325K	Hold	1,650	–	–	﹤0.01%	949
2023 Q4	$316K	Hold	1,650	–	–	﹤0.01%	852
2023 Q3	$255K	Hold	1,650	–	–	﹤0.01%	884
2023 Q2	$237K	Hold	1,650	–	–	﹤0.01%	906
2023 Q1	$220K	Buy	+1,650	New	+$217K	﹤0.01%	910
2022 Q1	–	Sell	-1,802	Closed	-$223K	–	923
2021 Q4	$223K	Buy	+1,802	New	+$222K	﹤0.01%	796