Waverly Advisors’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 | $144K | Buy |
15,699
+499
| +3% | +$4.59K | ﹤0.01% | 1148 |
|
|
2025
Q1 | $146K | Buy |
15,200
+1,922
| +14% | +$18.4K | ﹤0.01% | 1074 |
|
|
2024
Q4 | $122K | Buy |
13,278
+3,027
| +30% | +$27.9K | ﹤0.01% | 957 |
|
|
2024
Q3 | $107K | Sell |
10,251
-166
| -2% | -$1.74K | ﹤0.01% | 793 |
|
|
2024
Q2 | $99.4K | Buy |
10,417
+26
| +0.3% | +$248 | ﹤0.01% | 792 |
|
|
2024
Q1 | $103K | Buy |
+10,391
| New | +$103K | ﹤0.01% | 677 |
|
|
2014
Q4 | – | Sell |
-117
| Closed | -$2K | – | 416 |
|
|
2014
Q3 | $2K | Hold |
117
| – | – | ﹤0.01% | 714 |
|
|
2014
Q2 | $3K | Hold |
117
| – | – | ﹤0.01% | 657 |
|
|
2014
Q1 | $3K | Buy |
117
+44
| +60% | +$1.13K | ﹤0.01% | 614 |
|
|
2013
Q4 | $1K | Buy |
+73
| New | +$1K | ﹤0.01% | 802 |
|