PDS 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 | $58.6K | Buy |
25,470
+832
| +3% | +$1.91K | ﹤0.01% | 510 |
|
|
2025
Q1 | $107K | Sell |
24,638
-1,310
| -5% | -$5.67K | 0.01% | 457 |
|
|
2024
Q4 | $49.3K | Sell |
25,948
-1,347
| -5% | -$2.56K | ﹤0.01% | 437 |
|
|
2024
Q3 | $107K | Sell |
27,295
-1,400
| -5% | -$5.5K | 0.01% | 422 |
|
|
2024
Q2 | $188K | Sell |
28,695
-139
| -0.5% | -$909 | 0.02% | 365 |
|
|
2024
Q1 | $176K | Sell |
28,834
-62
| -0.2% | -$378 | 0.02% | 365 |
|
|
2023
Q4 | $363K | Buy |
28,896
+108
| +0.4% | +$1.36K | 0.04% | 201 |
|
|
2023
Q3 | $511K | Buy |
28,788
+6
| +0% | +$107 | 0.07% | 125 |
|
|
2023
Q2 | $499K | Buy |
28,782
+70
| +0.2% | +$1.21K | 0.06% | 132 |
|
|
2023
Q1 | $682K | Sell |
28,712
-5,345
| -16% | -$127K | 0.09% | 95 |
|
|
2022
Q4 | $550K | Sell |
34,057
-92
| -0.3% | -$1.49K | 0.09% | 89 |
|
|
2022
Q3 | $800K | Sell |
34,149
-1,104
| -3% | -$25.9K | 0.15% | 62 |
|
|
2022
Q2 | $770K | Buy |
+35,253
| New | +$770K | 0.14% | 73 |
|
|
2022
Q1 | – | Sell |
-35,080
| Closed | -$947K | – | 238 |
|
|
2021
Q4 | $947K | Buy |
+35,080
| New | +$947K | 0.18% | 57 |
|