United Capital Financial Advisors’s Agilon Health AGL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-16,929
| Closed | -$111K | – | 1054 |
|
|
2024
Q2 | $111K | Buy |
+16,929
| New | +$111K | ﹤0.01% | 997 |
|
|
2023
Q2 | – | Sell |
-13,994
| Closed | -$332K | – | 889 |
|
|
2023
Q1 | $332K | Sell |
13,994
-27,599
| -66% | -$655K | ﹤0.01% | 794 |
|
|
2022
Q4 | $671K | Buy |
41,593
+7,560
| +22% | +$122K | ﹤0.01% | 704 |
|
|
2022
Q3 | $797K | Sell |
34,033
-91
| -0.3% | -$2.13K | ﹤0.01% | 661 |
|
|
2022
Q2 | $745K | Buy |
+34,124
| New | +$745K | ﹤0.01% | 693 |
|