Summit Financial Strategies’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 | $38.1K | Hold |
16,569
| – | – | ﹤0.01% | 150 |
|
|
2025
Q1 | $71.7K | Hold |
16,569
| – | – | 0.01% | 145 |
|
|
2024
Q4 | $31.5K | Hold |
16,569
| – | – | ﹤0.01% | 146 |
|
|
2024
Q3 | $65.1K | Hold |
16,569
| – | – | 0.01% | 145 |
|
|
2024
Q2 | $108K | Sell |
16,569
-662
| -4% | -$4.33K | 0.01% | 144 |
|
|
2024
Q1 | $105K | Hold |
17,231
| – | – | 0.01% | 146 |
|
|
2023
Q4 | $216K | Hold |
17,231
| – | – | 0.03% | 132 |
|
|
2023
Q3 | $306K | Hold |
17,231
| – | – | 0.06% | 94 |
|
|
2023
Q2 | $299K | Sell |
17,231
-14,468
| -46% | -$251K | 0.06% | 100 |
|
|
2023
Q1 | $753K | Sell |
31,699
-1,588
| -5% | -$37.7K | 0.15% | 51 |
|
|
2022
Q4 | $537K | Hold |
33,287
| – | – | 0.12% | 60 |
|
|
2022
Q3 | $780K | Buy |
+33,287
| New | +$780K | 0.19% | 43 |
|