CCA
Checchi Capital Advisers’s Agilon Health AGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $575K | Hold |
250,000
| – | – | 0.03% | 302 |
|
|
2025
Q1 | $1.08M | Sell |
250,000
-20,941
| -8% | -$90.7K | 0.06% | 200 |
|
|
2024
Q4 | $515K | Sell |
270,941
-2,339
| -0.9% | -$4.44K | 0.03% | 310 |
|
|
2024
Q3 | $1.07M | Hold |
273,280
| – | – | 0.06% | 187 |
|
|
2024
Q2 | $1.79M | Buy |
273,280
+8,823
| +3% | +$57.7K | 0.09% | 122 |
|
|
2024
Q1 | $1.61M | Buy |
264,457
+6,920
| +3% | +$42.2K | 0.13% | 139 |
|
|
2023
Q4 | $3.23M | Buy |
257,537
+2,475
| +1% | +$31.1K | 0.26% | 80 |
|
|
2023
Q3 | $4.53M | Hold |
255,062
| – | – | 0.42% | 60 |
|
|
2023
Q2 | $4.42M | Buy |
255,062
+3,475
| +1% | +$60.3K | 0.4% | 62 |
|
|
2023
Q1 | $5.98M | Hold |
251,587
| – | – | 0.58% | 48 |
|
|
2022
Q4 | $4.06M | Buy |
251,587
+1,507
| +0.6% | +$24.3K | 0.42% | 60 |
|
|
2022
Q3 | $5.86M | Hold |
250,080
| – | – | 0.55% | 43 |
|
|
2022
Q2 | $6.26M | Buy |
250,080
+80
| +0% | +$2K | 0.54% | 42 |
|
|
2022
Q1 | $6.34M | Hold |
250,000
| – | – | 0.54% | 39 |
|
|
2021
Q4 | $6.75M | Buy |
+250,000
| New | +$6.75M | 0.59% | 27 |
|