Valeo Financial Advisors’s AGNT Inc AGNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $144K | Sell |
26,551
-1,259
| -5% | -$6.94K | ﹤0.01% | 784 |
|
|
2026
Q1 | $167K | Sell |
27,810
-1,465
| -5% | -$11.3K | ﹤0.01% | 701 |
|
|
2025
Q4 | $265K | Sell |
29,275
-14,120
| -33% | -$149K | 0.01% | 667 |
|
|
2025
Q3 | $463K | Sell |
43,395
-14,022
| -24% | -$148K | 0.01% | 480 |
|
|
2025
Q2 | $522K | Buy |
57,417
+3,769
| +7% | +$32.9K | 0.01% | 441 |
|
|
2025
Q1 | $525K | Sell |
53,648
-2,612
| -5% | -$27.7K | 0.01% | 405 |
|
|
2024
Q4 | $648K | Sell |
56,260
-660
| -1% | -$8.7K | 0.02% | 354 |
|
|
2024
Q3 | $802K | Hold |
56,920
| – | – | 0.02% | 304 |
|
|
2024
Q2 | $642K | Hold |
56,920
| – | – | 0.02% | 319 |
|
|
2024
Q1 | $589K | Buy |
56,920
+915
| +2% | +$11.2K | 0.02% | 328 |
|
|
2023
Q4 | $869K | Sell |
56,005
-486
| -0.9% | -$6.8K | 0.04% | 249 |
|
|
2023
Q3 | $917K | Sell |
56,491
-799
| -1% | -$16.5K | 0.04% | 225 |
|
|
2023
Q2 | $1.16M | Sell |
57,290
-15,562
| -21% | -$233K | 0.05% | 187 |
|
|
2023
Q1 | $924K | Buy |
72,852
+13,615
| +23% | +$182K | 0.04% | 223 |
|
|
2022
Q4 | $656K | Sell |
59,237
-8,758
| -13% | -$106K | 0.04% | 237 |
|
|
2022
Q3 | $762K | Buy |
67,995
+4,007
| +6% | +$55.9K | 0.05% | 203 |
|
|
2022
Q2 | $753K | Sell |
63,988
-2,999
| -4% | -$43.4K | 0.05% | 198 |
|
|
2022
Q1 | $1.42M | Buy |
66,987
+3,442
| +5% | +$90.1K | 0.07% | 159 |
|
|
2021
Q4 | $2.14M | Sell |
63,545
-1,200
| -2% | -$49.5K | 0.12% | 102 |
|
|
2021
Q3 | $2.58M | Buy |
64,745
+2,953
| +5% | +$126K | 0.15% | 96 |
|
|
2021
Q2 | $2.4M | Buy |
61,792
+80
| +0.1% | +$2.76K | 0.15% | 94 |
|
|
2021
Q1 | $2.81M | Sell |
61,712
-14,024
| -19% | -$747K | 0.13% | 91 |
|
|
2020
Q4 | $2.39M | Buy |
75,736
+488
| +0.6% | +$13.5K | 0.12% | 94 |
|
|
2020
Q3 | $1.52M | Buy |
75,248
+12,988
| +21% | +$200K | 0.13% | 102 |
|
|
2020
Q2 | $531K | Sell |
62,260
-62,070
| -50% | -$318K | 0.05% | 181 |
|
|
2020
Q1 | $513K | Sell |
124,330
-24,694
| -17% | -$126K | 0.05% | 170 |
|
|
2019
Q4 | $844K | Buy |
149,024
+600
| +0.4% | +$2.98K | 0.08% | 148 |
|
|
2019
Q3 | $622K | Buy |
148,424
+500
| +0.3% | +$2.38K | 0.07% | 157 |
|
|
2019
Q2 | $823K | Hold |
147,924
| – | – | 0.09% | 139 |
|
|
2019
Q1 | $804K | Sell |
147,924
-5,800
| -4% | -$30K | 0.1% | 141 |
|
|
2018
Q4 | $544K | Sell |
153,724
-22,272
| -13% | -$125K | 0.08% | 159 |
|
|
2018
Q3 | $915K | Buy |
+175,996
| New | +$1.34M | 0.12% | 126 |
|
Other funds holding AGNT
OAM
BF
Valeo Financial Advisors's AGNT Position: Q2 2026 in Review
Valeo Financial Advisors reduced its AGNT Inc (AGNT) stake by 4.5% in Q2 2026, selling an estimated $6.94K and leaving 26,551 shares worth $144K. The position accounts for ﹤0.01% of the portfolio, ranked #784.
Valeo Financial Advisors first reported a position in AGNT in Q3 2018 and has held it in 32 quarters since. The position peaked at $2.81M in Q1 2021. 97 funds tracked by Wall St. Rank hold AGNT as of Q2 2026.
- Valeo Financial Advisors held 26,551 shares of AGNT Inc worth $144K as of Q2 2026.
- Valeo Financial Advisors sold 1,259 AGNT Inc shares in Q2 2026, an estimated $6.94K.
- AGNT Inc made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #784 holding.
- Valeo Financial Advisors first reported a position in AGNT Inc in Q3 2018 and has held it in 32 quarters since.
- Valeo Financial Advisors's AGNT Inc position peaked at $2.81M in Q1 2021.
- 97 funds tracked by Wall St. Rank held AGNT Inc as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.