Naples Global Advisors’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	$210K	Buy	1,413 +25	+2%	+$4.09K	0.02%	430
2025 Q4	$244K	Hold	1,388	–	–	0.02%	408
2025 Q3	$233K	Hold	1,388	–	–	0.02%	414
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%	-$992	0.03%	357
2024 Q3	$261K	Sell	1,393 -75	-5%	-$14.3K	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%	+$8.95K	0.03%	353
2023 Q3	$218K	Hold	1,413	–	–	0.03%	373
2023 Q2	$203K	Sell	1,413 -125	-8%	-$17.1K	0.02%	385
2023 Q1	$205K	Buy	+1,538	New	+$202K	0.03%	378
2022 Q1	–	Sell	-1,750	Closed	-$217K	–	396
2021 Q4	$217K	Buy	+1,750	New	+$215K	0.03%	381