Sequoia Financial 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	$1.02M	Buy	12,540 +3,431	+38%	+$293K	0.01%	891
2025 Q4	$819K	Buy	9,109 +4,860	+114%	+$419K	﹤0.01%	987
2025 Q3	$360K	Sell	4,249 -401	-9%	-$33.3K	﹤0.01%	1304
2025 Q2	$405K	Buy	4,650 +1,886	+68%	+$161K	﹤0.01%	1108
2025 Q1	$244K	Sell	2,764 -72	-3%	-$6.46K	﹤0.01%	1168
2024 Q4	$255K	Sell	2,836 -45	-2%	-$3.94K	﹤0.01%	1094
2024 Q3	$229K	Sell	2,881 -105	-4%	-$8.28K	﹤0.01%	1106
2024 Q2	$230K	Sell	2,986 -79	-3%	-$6.18K	﹤0.01%	1028
2024 Q1	$267K	Sell	3,065 -2,978	-49%	-$251K	﹤0.01%	916
2023 Q4	$452K	Buy	6,043 +2,561	+74%	+$169K	0.01%	766
2023 Q3	$211K	Buy	+3,482	New	+$207K	﹤0.01%	845