Sequoia Financial Advisors’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
$405K Buy
4,650
+1,886
+68% +$164K ﹤0.01% 1097
2025
Q1
$244K Sell
2,764
-72
-3% -$6.34K ﹤0.01% 1159
2024
Q4
$255K Sell
2,836
-45
-2% -$4.05K ﹤0.01% 1087
2024
Q3
$229K Sell
2,881
-105
-4% -$8.35K ﹤0.01% 1103
2024
Q2
$230K Sell
2,986
-79
-3% -$6.1K ﹤0.01% 1024
2024
Q1
$267K Sell
3,065
-2,978
-49% -$260K ﹤0.01% 912
2023
Q4
$452K Buy
6,043
+2,561
+74% +$192K 0.01% 764
2023
Q3
$211K Buy
+3,482
New +$211K ﹤0.01% 842