Naples Global Advisors’s Federal Agricultural Mortgage AGM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $270K | Hold |
1,388
| – | – | 0.02% | 375 |
|
|
2025
Q1 | $260K | Hold |
1,388
| – | – | 0.02% | 365 |
|
|
2024
Q4 | $273K | Sell |
1,388
-5
| -0.4% | -$985 | 0.03% | 357 |
|
|
2024
Q3 | $261K | Sell |
1,393
-75
| -5% | -$14.1K | 0.02% | 362 |
|
|
2024
Q2 | $265K | Hold |
1,468
| – | – | 0.03% | 351 |
|
|
2024
Q1 | $289K | Hold |
1,468
| – | – | 0.03% | 350 |
|
|
2023
Q4 | $281K | Buy |
1,468
+55
| +4% | +$10.5K | 0.03% | 353 |
|
|
2023
Q3 | $218K | Hold |
1,413
| – | – | 0.03% | 373 |
|
|
2023
Q2 | $203K | Sell |
1,413
-125
| -8% | -$18K | 0.02% | 385 |
|
|
2023
Q1 | $205K | Buy |
+1,538
| New | +$205K | 0.03% | 378 |
|
|
2022
Q1 | – | Sell |
-1,750
| Closed | -$217K | – | 396 |
|
|
2021
Q4 | $217K | Buy |
+1,750
| New | +$217K | 0.03% | 381 |
|