CAPTRUST Financial Advisors’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 | $98.1K | Buy |
42,649
+1,309
| +3% | +$3.01K | ﹤0.01% | 2376 |
|
|
2025
Q1 | $179K | Buy |
41,340
+5,855
| +16% | +$25.4K | ﹤0.01% | 2178 |
|
|
2024
Q4 | $67.4K | Buy |
35,485
+3,494
| +11% | +$6.64K | ﹤0.01% | 2220 |
|
|
2024
Q3 | $126K | Sell |
31,991
-3,921
| -11% | -$15.4K | ﹤0.01% | 2189 |
|
|
2024
Q2 | $235K | Buy |
35,912
+3,485
| +11% | +$22.8K | ﹤0.01% | 1958 |
|
|
2024
Q1 | $198K | Sell |
32,427
-1,260
| -4% | -$7.69K | ﹤0.01% | 1998 |
|
|
2023
Q4 | $423K | Sell |
33,687
-882
| -3% | -$11.1K | ﹤0.01% | 1856 |
|
|
2023
Q3 | $614K | Buy |
34,569
+567
| +2% | +$10.1K | ﹤0.01% | 1504 |
|
|
2023
Q2 | $590K | Buy |
34,002
+1,050
| +3% | +$18.2K | ﹤0.01% | 1530 |
|
|
2023
Q1 | $783K | Sell |
32,952
-19
| -0.1% | -$451 | ﹤0.01% | 1158 |
|
|
2022
Q4 | $532K | Buy |
32,971
+487
| +1% | +$7.86K | ﹤0.01% | 1298 |
|
|
2022
Q3 | $761K | Buy |
32,484
+31,703
| +4,059% | +$743K | ﹤0.01% | 1059 |
|
|
2022
Q2 | $17K | Buy |
781
+403
| +107% | +$8.77K | ﹤0.01% | 3445 |
|
|
2022
Q1 | $10K | Sell |
378
-72
| -16% | -$1.91K | ﹤0.01% | 3787 |
|
|
2021
Q4 | $12K | Buy |
+450
| New | +$12K | ﹤0.01% | 3596 |
|