GeoWealth Management’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 | – | Sell |
-7,097
| Closed | -$30.7K | – | 1209 |
|
|
2025
Q1 | $30.7K | Sell |
7,097
-4,651
| -40% | -$20.1K | ﹤0.01% | 946 |
|
|
2024
Q4 | $22.3K | Buy |
11,748
+900
| +8% | +$1.71K | ﹤0.01% | 1358 |
|
|
2024
Q3 | $42.6K | Buy |
10,848
+492
| +5% | +$1.93K | ﹤0.01% | 1122 |
|
|
2024
Q2 | $67.7K | Buy |
+10,356
| New | +$67.7K | ﹤0.01% | 797 |
|