Valmark Advisers’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 | $1.48M | Sell |
7,611
-1,412
| -16% | -$274K | 0.02% | 273 |
|
|
2025
Q1 | $1.69M | Buy |
9,023
+397
| +5% | +$74.4K | 0.03% | 232 |
|
|
2024
Q4 | $1.7M | Buy |
8,626
+136
| +2% | +$26.8K | 0.03% | 227 |
|
|
2024
Q3 | $1.59M | Sell |
8,490
-60
| -0.7% | -$11.2K | 0.02% | 224 |
|
|
2024
Q2 | $1.55M | Sell |
8,550
-220
| -3% | -$39.8K | 0.03% | 212 |
|
|
2024
Q1 | $1.73M | Buy |
8,770
+2,775
| +46% | +$546K | 0.03% | 189 |
|
|
2023
Q4 | $1.15M | Buy |
5,995
+2,142
| +56% | +$410K | 0.02% | 230 |
|
|
2023
Q3 | $595K | Buy |
+3,853
| New | +$595K | 0.01% | 301 |
|
|
2023
Q1 | – | Sell |
-2,875
| Closed | -$324K | – | 474 |
|
|
2022
Q4 | $324K | Buy |
+2,875
| New | +$324K | 0.01% | 355 |
|