LRI Investments’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
$25.9M Buy
296,957
+4,528
+2% +$394K 2.2% 8
2025
Q1
$25.8M Sell
292,429
-523
-0.2% -$46.1K 2.49% 7
2024
Q4
$26.4M Sell
292,952
-12
-0% -$1.08K 2.54% 3
2024
Q3
$26.8M Buy
292,964
+97
+0% +$8.88K 2.6% 4
2024
Q2
$22.6M Buy
292,867
+9,971
+4% +$769K 2.57% 6
2024
Q1
$24.7M Buy
+282,896
New +$24.7M 6.23% 3