Corient Private Wealth’s Assured Guaranty AGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.48M Buy
16,952
+8,241
+95% +$718K ﹤0.01% 1241
2025
Q1
$767K Sell
8,711
-8,924
-51% -$786K ﹤0.01% 1392
2024
Q4
$991K Sell
17,635
-3,839
-18% -$216K ﹤0.01% 1324
2024
Q3
$1.71M Sell
21,474
-858
-4% -$68.2K ﹤0.01% 1145
2024
Q2
$1.72M Buy
22,332
+1,228
+6% +$94.7K ﹤0.01% 1085
2024
Q1
$1.84M Sell
21,104
-197
-0.9% -$17.2K ﹤0.01% 1053
2023
Q4
$1.59M Sell
21,301
-99
-0.5% -$7.41K ﹤0.01% 1106
2023
Q3
$1.3M Sell
21,400
-34
-0.2% -$2.06K ﹤0.01% 1097
2023
Q2
$1.2M Sell
21,434
-387
-2% -$21.6K ﹤0.01% 1084
2023
Q1
$1.1M Buy
21,821
+2,656
+14% +$133K ﹤0.01% 1046
2022
Q4
$1.19M Buy
+19,165
New +$1.19M ﹤0.01% 854