WealthPLAN Partners’s AGNC Investment AGNC Stock Holding History

WealthPLAN Partners’s Portfolio AGNC Stock Details AGNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$115K	Hold	12,485	–	–	0.02%	252
2025 Q1	$120K	Hold	12,485	–	–	0.02%	244
2024 Q4	$115K	Buy	12,485 +700	+6%	+$6.45K	0.02%	237
2024 Q3	$123K	Buy	+11,785	New	+$123K	0.02%	252
2024 Q2	–	Sell	-11,800	Closed	-$117K	–	299
2024 Q1	$117K	Sell	11,800 -1,000	-8%	-$9.9K	0.01%	298
2023 Q4	$126K	Hold	12,800	–	–	0.01%	312
2023 Q3	$121K	Buy	12,800 +2,800	+28%	+$26.4K	0.01%	307
2023 Q2	$101K	Buy	10,000 +2,000	+25%	+$20.3K	0.01%	397
2023 Q1	$80.6K	Sell	8,000 -10,632	-57%	-$107K	0.01%	466
2022 Q4	$213K	Buy	+18,632	New	+$213K	0.01%	366
2022 Q1	$139K	Hold	12,677	–	–	0.01%	373
2021 Q4	$189K	Buy	12,677 +49	+0.4%	+$731	0.01%	369
2021 Q3	$200K	Sell	12,628 -87	-0.7%	-$1.38K	0.01%	362
2021 Q2	$207K	Buy	12,715 +54	+0.4%	+$879	0.01%	339
2021 Q1	$227K	Hold	12,661	–	–	0.02%	300
2020 Q4	$205K	Hold	12,661	–	–	0.02%	312
2020 Q3	$184K	Hold	12,661	–	–	0.02%	293
2020 Q2	$174K	Hold	12,661	–	–	0.02%	289
2020 Q1	$157K	Sell	12,661 -993	-7%	-$12.3K	0.02%	236
2019 Q4	$259K	Sell	13,654 -100	-0.7%	-$1.9K	0.03%	215
2019 Q3	$239K	Buy	13,754 +1,026	+8%	+$17.8K	0.03%	215
2019 Q2	$213K	Sell	12,728 -908	-7%	-$15.2K	0.03%	219
2019 Q1	$238K	Hold	13,636	–	–	0.04%	228
2018 Q4	$240K	Buy	13,636 +415	+3%	+$7.3K	0.04%	218
2018 Q3	$231K	Hold	13,221	–	–	0.04%	218
2018 Q2	$245K	Hold	13,221	–	–	0.05%	215
2018 Q1	$251K	Buy	13,221 +403	+3%	+$7.65K	0.06%	230
2017 Q4	$259K	Buy	12,818 +15	+0.1%	+$303	0.07%	174
2017 Q3	$278K	Buy	12,803 +175	+1%	+$3.8K	0.08%	152
2017 Q2	$269K	Buy	12,628 +11,870	+1,566%	+$253K	0.08%	144
2017 Q1	$15.3K	Buy	+758	New	+$15.3K	0.05%	211
2016 Q3	–	Sell	-27,906	Closed	-$286K	–	950
2016 Q2	$286K	Buy	+27,906	New	+$286K	0.04%	300
2015 Q4	$239K	Buy	+37,012	New	+$239K	0.04%	236
2015 Q2	$211K	Hold	11,500	–	–	0.09%	90
2015 Q1	$246K	Buy	+11,500	New	+$246K	0.11%	104