Steward Partners Investment Advisory’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 | $14K | Buy |
161
+5
| +3% | +$435 | ﹤0.01% | 3056 |
|
|
2025
Q1 | $13.7K | Hold |
156
| – | – | ﹤0.01% | 2957 |
|
|
2024
Q4 | $14K | Buy |
156
+31
| +25% | +$2.79K | ﹤0.01% | 2951 |
|
|
2024
Q3 | $9.94K | Hold |
125
| – | – | ﹤0.01% | 2948 |
|
|
2024
Q2 | $9.64K | Hold |
125
| – | – | ﹤0.01% | 2832 |
|
|
2024
Q1 | $10.9K | Buy |
+125
| New | +$10.9K | ﹤0.01% | 2779 |
|
|
2022
Q1 | – | Sell |
-2,800
| Closed | -$141K | – | 3269 |
|
|
2021
Q4 | $141K | Sell |
2,800
-30
| -1% | -$1.51K | ﹤0.01% | 1449 |
|
|
2021
Q3 | $132K | Sell |
2,830
-100
| -3% | -$4.66K | ﹤0.01% | 1437 |
|
|
2021
Q2 | $139K | Sell |
2,930
-1,100
| -27% | -$52.2K | ﹤0.01% | 1838 |
|
|
2021
Q1 | $170K | Buy |
4,030
+3,267
| +428% | +$138K | ﹤0.01% | 1371 |
|
|
2020
Q4 | $24K | Hold |
763
| – | – | ﹤0.01% | 1979 |
|
|
2020
Q3 | $16K | Hold |
763
| – | – | ﹤0.01% | 1954 |
|
|
2020
Q2 | $19K | Hold |
763
| – | – | ﹤0.01% | 1786 |
|
|
2020
Q1 | $19K | Hold |
763
| – | – | ﹤0.01% | 1621 |
|
|
2019
Q4 | $37K | Hold |
763
| – | – | ﹤0.01% | 1525 |
|
|
2019
Q3 | $33K | Hold |
763
| – | – | ﹤0.01% | 1525 |
|
|
2019
Q2 | $32K | Buy |
+763
| New | +$32K | ﹤0.01% | 1503 |
|
|
2018
Q4 | – | Sell |
-763
| Closed | -$32K | – | 805 |
|
|
2018
Q3 | $32K | Hold |
763
| – | – | ﹤0.01% | 1357 |
|
|
2018
Q2 | $27K | Buy |
+763
| New | +$27K | ﹤0.01% | 1339 |
|