Allworth Financial’s Agilon Health AGL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.5K | Buy |
1,523
+673
| +79% | +$1.55K | ﹤0.01% | 3450 |
|
|
2025
Q1 | $3.25K | Buy |
850
+693
| +441% | +$2.65K | ﹤0.01% | 2998 |
|
|
2024
Q4 | $558 | Sell |
157
-5,059
| -97% | -$18K | ﹤0.01% | 3565 |
|
|
2024
Q3 | $20.5K | Buy |
5,216
+4,724
| +960% | +$18.6K | ﹤0.01% | 1898 |
|
|
2024
Q2 | $3.39K | Sell |
492
-382
| -44% | -$2.63K | ﹤0.01% | 2689 |
|
|
2024
Q1 | $5.33K | Buy |
+874
| New | +$5.33K | ﹤0.01% | 2380 |
|
|
2023
Q4 | – | Sell |
-38
| Closed | -$675 | – | 3455 |
|
|
2023
Q3 | $675 | Buy |
+38
| New | +$675 | ﹤0.01% | 2970 |
|
|
2023
Q2 | – | Sell |
-14
| Closed | -$333 | – | 3253 |
|
|
2023
Q1 | $333 | Buy |
+14
| New | +$333 | ﹤0.01% | 2921 |
|
|
2022
Q4 | – | Sell |
-542
| Closed | -$13K | – | 2994 |
|
|
2022
Q3 | $13K | Buy |
+542
| New | +$13K | ﹤0.01% | 1467 |
|