Sequoia Financial Advisors’s Agilon Health AGL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,113	Closed	-$19.2K	–	1926
2025 Q4	$19.2K	Buy	1,113 +8	+0.7%	+$155	﹤0.01%	1915
2025 Q3	$28.5K	Buy	1,105 +3	+0.3%	+$113	﹤0.01%	1727
2025 Q2	$63.4K	Hold	1,102	–	–	﹤0.01%	1550
2025 Q1	$119K	Buy	1,102 +4	+0.4%	+$348	﹤0.01%	1315
2024 Q4	$52.2K	Hold	1,098	–	–	﹤0.01%	1311
2024 Q3	$108K	Hold	1,098	–	–	﹤0.01%	1223
2024 Q2	$180K	Sell	1,098 -4	-0.4%	-$570	﹤0.01%	1117
2024 Q1	$168K	Sell	1,102 -1	-0.1%	-$166	﹤0.01%	1077
2023 Q4	$346K	Hold	1,103	–	–	﹤0.01%	866
2023 Q3	$490K	Buy	1,103 +1	+0.1%	+$452	0.01%	532
2023 Q2	$478K	Buy	1,102 +1	+0.1%	+$562	0.01%	539
2023 Q1	$654K	Buy	1,101 +3	+0.3%	+$1.68K	0.01%	402
2022 Q4	$443K	Buy	+1,098	New	+$515K	0.01%	468