Mark Sheptoff Financial Planning’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
$15.9K Hold
1,730
0.01% 292
2025
Q1
$16.6K Hold
1,730
0.01% 262
2024
Q4
$15.9K Hold
1,730
0.01% 278
2024
Q3
$18.1K Hold
1,730
0.01% 252
2024
Q2
$16.5K Hold
1,730
0.01% 270
2024
Q1
$17.1K Hold
1,730
0.01% 249
2023
Q4
$17K Hold
1,730
0.01% 240
2023
Q3
$16.3K Hold
1,730
0.01% 226
2023
Q2
$17.5K Hold
1,730
0.01% 230
2023
Q1
$17.4K Hold
1,730
0.01% 224
2022
Q4
$17.9K Hold
1,730
0.01% 227
2022
Q3
$15K Hold
1,730
0.01% 226
2022
Q2
$19K Hold
1,730
0.01% 219
2022
Q1
$23K Hold
1,730
0.01% 234
2021
Q4
$26K Hold
1,730
0.01% 228
2021
Q3
$27K Hold
1,730
0.01% 218
2021
Q2
$29K Hold
1,730
0.02% 235
2021
Q1
$29K Hold
1,730
0.02% 206
2020
Q4
$27K Hold
1,730
0.02% 197
2020
Q3
$24K Hold
1,730
0.01% 182
2020
Q2
$22K Hold
1,730
0.01% 191
2020
Q1
$18K Hold
1,730
0.01% 184
2019
Q4
$31K Hold
1,730
0.02% 181
2019
Q3
$28K Hold
1,730
0.02% 184
2019
Q2
$29K Hold
1,730
0.02% 190
2019
Q1
$31K Hold
1,730
0.02% 177
2018
Q4
$30K Hold
1,730
0.02% 163
2018
Q3
$32K Hold
1,730
0.02% 198
2018
Q2
$32K Hold
1,730
0.02% 192
2018
Q1
$33K Hold
1,730
0.02% 192
2017
Q4
$35K Hold
1,730
0.02% 195
2017
Q3
$38K Buy
+1,730
New +$38K 0.03% 191