Root Financial Partners’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
$42.5K Sell
18,477
-36,234
-66% -$83.3K ﹤0.01% 249
2025
Q1
$237K Hold
54,711
0.03% 186
2024
Q4
$104K Hold
54,711
0.01% 209
2024
Q3
$215K Buy
+54,711
New +$215K 0.03% 146