Root Financial Partners’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
Q3
$19K Hold
2025
Q2
$42.5K Sell
2025
Q1
$237K Hold
2024
Q4
$104K Hold
2024
Q3
$215K Buy