SWA
SOA Wealth Advisors’s Assured Guaranty AGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Hold |
2,488
| – | – | 0.04% | 191 |
|
|
2025
Q1 | $219K | Hold |
2,488
| – | – | 0.05% | 176 |
|
|
2024
Q4 | $224K | Hold |
2,488
| – | – | 0.04% | 171 |
|
|
2024
Q3 | $198K | Hold |
2,488
| – | – | 0.04% | 188 |
|
|
2024
Q2 | $192K | Hold |
2,488
| – | – | 0.04% | 189 |
|
|
2024
Q1 | $217K | Hold |
2,488
| – | – | 0.04% | 173 |
|
|
2023
Q4 | $186K | Hold |
2,488
| – | – | 0.04% | 185 |
|
|
2023
Q3 | $151K | Hold |
2,488
| – | – | 0.04% | 192 |
|
|
2023
Q2 | $139K | Hold |
2,488
| – | – | 0.03% | 199 |
|
|
2023
Q1 | $125K | Hold |
2,488
| – | – | 0.03% | 206 |
|
|
2022
Q4 | $155K | Hold |
2,488
| – | – | 0.04% | 175 |
|
|
2022
Q3 | $120K | Hold |
2,488
| – | – | 0.04% | 186 |
|
|
2022
Q2 | $138K | Hold |
2,488
| – | – | 0.04% | 173 |
|
|
2022
Q1 | $158K | Hold |
2,488
| – | – | 0.04% | 187 |
|
|
2021
Q4 | $124K | Hold |
2,488
| – | – | 0.03% | 196 |
|
|
2021
Q3 | $116K | Hold |
2,488
| – | – | 0.03% | 204 |
|
|
2021
Q2 | $118K | Hold |
2,488
| – | – | 0.03% | 200 |
|
|
2021
Q1 | $105K | Hold |
2,488
| – | – | 0.03% | 187 |
|
|
2020
Q4 | $93K | Buy |
+2,488
| New | +$93K | 0.03% | 196 |
|