Creative Planning’s Agilon Health AGL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$393K Buy
2025
Q1
$630K Buy
2024
Q4
$189K Buy
2024
Q3
$174K Sell
2024
Q2
$437K Buy
2024
Q1
$187K Buy