Creative Planning’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 | $393K | Buy |
170,969
+25,548
| +18% | +$58.8K | ﹤0.01% | 2661 |
|
|
2025
Q1 | $630K | Buy |
145,421
+45,720
| +46% | +$198K | ﹤0.01% | 2081 |
|
|
2024
Q4 | $189K | Buy |
99,701
+55,525
| +126% | +$105K | ﹤0.01% | 2977 |
|
|
2024
Q3 | $174K | Sell |
44,176
-22,648
| -34% | -$89K | ﹤0.01% | 2888 |
|
|
2024
Q2 | $437K | Buy |
66,824
+36,241
| +119% | +$237K | ﹤0.01% | 2040 |
|
|
2024
Q1 | $187K | Buy |
+30,583
| New | +$187K | ﹤0.01% | 2576 |
|