Corient Private Wealth’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 | $219K | Buy |
95,359
+379
| +0.4% | +$872 | ﹤0.01% | 2272 |
|
|
2025
Q1 | $411K | Sell |
94,980
-379
| -0.4% | -$1.64K | ﹤0.01% | 1688 |
|
|
2024
Q4 | $181K | Buy |
95,359
+313
| +0.3% | +$595 | ﹤0.01% | 2141 |
|
|
2024
Q3 | $374K | Sell |
95,046
-2,067
| -2% | -$8.12K | ﹤0.01% | 1879 |
|
|
2024
Q2 | $635K | Buy |
97,113
+687
| +0.7% | +$4.49K | ﹤0.01% | 1515 |
|
|
2024
Q1 | $588K | Sell |
96,426
-8,484
| -8% | -$51.8K | ﹤0.01% | 1546 |
|
|
2023
Q4 | $1.32M | Sell |
104,910
-1,262
| -1% | -$15.8K | ﹤0.01% | 1176 |
|
|
2023
Q3 | $1.89M | Sell |
106,172
-302
| -0.3% | -$5.36K | ﹤0.01% | 933 |
|
|
2023
Q2 | $1.85M | Sell |
106,474
-5,885
| -5% | -$102K | ﹤0.01% | 927 |
|
|
2023
Q1 | $2.67M | Buy |
112,359
+35,395
| +46% | +$841K | 0.01% | 755 |
|
|
2022
Q4 | $1.24M | Buy |
+76,964
| New | +$1.24M | ﹤0.01% | 847 |
|