Bell Investment Advisors’s Assured Guaranty AGO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.59K	Hold	44	–	–	﹤0.01%	1105
2025 Q4	$3.96K	Buy	44 +15	+52%	+$1.29K	﹤0.01%	1071
2025 Q3	$2.46K	Sell	29 -15	-34%	-$1.25K	﹤0.01%	1261
2025 Q2	$3.83K	Hold	44	–	–	﹤0.01%	1109
2025 Q1	$3.88K	Hold	44	–	–	﹤0.01%	1027
2024 Q4	$3.96K	Buy	44 +15	+52%	+$1.31K	﹤0.01%	1034
2024 Q3	$2.31K	Hold	29	–	–	﹤0.01%	1293
2024 Q2	$2.24K	Hold	29	–	–	﹤0.01%	1308
2024 Q1	$2.53K	Hold	29	–	–	﹤0.01%	1243
2023 Q4	$2.17K	Hold	29	–	–	﹤0.01%	1295
2023 Q3	$1.76K	Sell	29 -23	-44%	-$1.37K	﹤0.01%	1342
2023 Q2	$2.9K	Hold	52	–	–	﹤0.01%	1108
2023 Q1	$2.62K	Sell	52 -18	-26%	-$1.05K	﹤0.01%	1110
2022 Q4	$4.36K	Buy	70 +18	+35%	+$1.07K	﹤0.01%	883
2022 Q3	$3K	Hold	52	–	–	﹤0.01%	865
2022 Q2	$3K	Buy	+52	New	+$3K	﹤0.01%	891
2021 Q4	$3K	Hold	52	–	–	﹤0.01%	937
2021 Q3	$2K	Buy	+52	New	+$2.48K	﹤0.01%	1011