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 Q4	–	Sell	-663	Closed	-$17.1K	–	167
2025 Q3	$17.1K	Hold	663	–	–	﹤0.01%	156
2025 Q2	$38.1K	Hold	663	–	–	﹤0.01%	150
2025 Q1	$71.7K	Hold	663	–	–	0.01%	145
2024 Q4	$31.5K	Hold	663	–	–	﹤0.01%	146
2024 Q3	$65.1K	Hold	663	–	–	0.01%	145
2024 Q2	$108K	Sell	663 -26	-4%	-$3.7K	0.01%	144
2024 Q1	$105K	Hold	689	–	–	0.01%	146
2023 Q4	$216K	Hold	689	–	–	0.03%	132
2023 Q3	$306K	Hold	689	–	–	0.06%	94
2023 Q2	$299K	Sell	689 -579	-46%	-$325K	0.06%	100
2023 Q1	$753K	Sell	1,268 -63	-5%	-$35.3K	0.15%	51
2022 Q4	$537K	Hold	1,331	–	–	0.12%	60
2022 Q3	$780K	Buy	+1,331	New	+$797K	0.19%	43