Shelton Capital Management’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 | $200K | Hold |
2,460
| – | – | ﹤0.01% | 688 |
|
|
2025
Q4 | $221K | Sell |
2,460
-196
| -7% | -$16.9K | ﹤0.01% | 622 |
|
|
2025
Q3 | $225K | Sell |
2,656
-92
| -3% | -$7.64K | ﹤0.01% | 638 |
|
|
2025
Q2 | $239K | Sell |
2,748
-73
| -3% | -$6.22K | 0.01% | 591 |
|
|
2025
Q1 | $249K | Sell |
2,821
-110
| -4% | -$9.87K | 0.01% | 558 |
|
|
2024
Q4 | $264K | Sell |
2,931
-210
| -7% | -$18.4K | 0.01% | 557 |
|
|
2024
Q3 | $250K | Hold |
3,141
| – | – | 0.01% | 592 |
|
|
2024
Q2 | $242K | Sell |
3,141
-255
| -8% | -$19.9K | 0.01% | 587 |
|
|
2024
Q1 | $296K | Sell |
3,396
-135
| -4% | -$11.4K | 0.01% | 539 |
|
|
2023
Q4 | $264K | Sell |
3,531
-186
| -5% | -$12.3K | 0.01% | 560 |
|
|
2023
Q3 | $225K | Sell |
3,717
-549
| -13% | -$32.6K | 0.01% | 602 |
|
|
2023
Q2 | $238K | Sell |
4,266
-265
| -6% | -$14.1K | 0.01% | 615 |
|
|
2023
Q1 | $228K | Buy |
4,531
+1,000
| +28% | +$58.1K | 0.01% | 619 |
|
|
2022
Q4 | $220K | Sell |
3,531
-1,502
| -30% | -$89K | 0.02% | 598 |
|
|
2022
Q3 | $244K | Sell |
5,033
-364
| -7% | -$19.5K | 0.01% | 538 |
|
|
2022
Q2 | $301K | Hold |
5,397
| – | – | 0.01% | 471 |
|
|
2022
Q1 | $344K | Sell |
5,397
-239
| -4% | -$13.7K | 0.01% | 487 |
|
|
2021
Q4 | $283K | Sell |
5,636
-317
| -5% | -$16.3K | 0.01% | 587 |
|
|
2021
Q3 | $279K | Hold |
5,953
| – | – | 0.01% | 586 |
|
|
2021
Q2 | $283K | Sell |
5,953
-420
| -7% | -$19.7K | 0.01% | 606 |
|
|
2021
Q1 | $269K | Sell |
6,373
-243
| -4% | -$9.72K | 0.01% | 606 |
|
|
2020
Q4 | $208K | Buy |
+6,616
| New | +$194K | 0.01% | 673 |
|
Other funds holding AGO
VPM
VCM
RRAM
RP
RA