EverSource Wealth 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	$67.8K	Buy	832 +66	+9%	+$5.63K	﹤0.01%	1673
2025 Q4	$68.8K	Sell	766 -79	-9%	-$6.81K	﹤0.01%	1521
2025 Q3	$71.5K	Sell	845 -23	-3%	-$1.91K	﹤0.01%	1455
2025 Q2	$75.6K	Buy	868 +433	+100%	+$36.9K	﹤0.01%	1360
2025 Q1	$38.3K	Sell	435 -36	-8%	-$3.23K	﹤0.01%	1369
2024 Q4	$42.4K	Buy	471 +149	+46%	+$13K	﹤0.01%	1261
2024 Q3	$25.6K	Sell	322 -6	-2%	-$473	﹤0.01%	1363
2024 Q2	$27K	Buy	328 +6	+2%	+$469	﹤0.01%	1362
2024 Q1	$24.7K	Sell	322 -19	-6%	-$1.6K	﹤0.01%	1266
2023 Q4	$25.5K	Buy	341 +8	+2%	+$529	﹤0.01%	1134
2023 Q3	$20.2K	Sell	333 -84	-20%	-$4.99K	﹤0.01%	1123
2023 Q2	$23.3K	Buy	417 +12	+3%	+$638	﹤0.01%	1097
2023 Q1	$20.4K	Sell	405 -241	-37%	-$14K	﹤0.01%	1078
2022 Q4	$40.2K	Hold	646	–	–	0.01%	839
2022 Q3	$31K	Buy	646 +67	+12%	+$3.6K	0.01%	754
2022 Q2	$32K	Hold	579	–	–	0.01%	707
2022 Q1	$37K	Hold	579	–	–	0.01%	517
2021 Q4	$29K	Buy	+579	New	+$29.8K	0.01%	542