Summit Financial Strategies’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 | $17.1K | Hold |
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|
2025
Q2 | $38.1K | Hold |
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|
2025
Q1 | $71.7K | Hold |
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|
2024
Q4 | $31.5K | Hold |
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|
2024
Q3 | $65.1K | Hold |
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|
2024
Q2 | $108K | Sell |
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|
2024
Q1 | $105K | Hold |
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|
2023
Q4 | $216K | Hold |
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|
2023
Q3 | $306K | Hold |
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|
2023
Q2 | $299K | Sell |
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|
2023
Q1 | $753K | Sell |
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|
2022
Q4 | $537K | Hold |
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|
2022
Q3 | $780K | Buy |
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