Montag & Associates’s AGNC Investment AGNC Stock Holding History

Montag & Associates’s Portfolio AGNC Stock Details AGNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$102K	Buy
2025 Q1	$71.1K	Hold
2024 Q4	$68.4K	Hold
2024 Q3	$77.5K	Hold
2024 Q2	$70.8K	Buy
2024 Q1	$56K	Hold
2023 Q4	$55.5K	Buy
2021 Q1	–	Sell
2020 Q4	$133K	Buy