Forum Financial Management’s Assured Guaranty AGO Stock Holding History

Forum Financial Management’s Portfolio AGO Stock Details AGO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$231K	Hold
2025 Q3	$218K	Buy
2025 Q2	$224K	Hold
2025 Q1	$227K	Hold
2024 Q4	$231K	Buy
2024 Q2	–	Sell
2024 Q1	$215K	Buy