Agilon Health shares owned by Summit Financial Strategies
Quarter-by-quarter ownership of Agilon Health (AGL) shares owned by Summit Financial Strategies
from 13F filings
Historical chart of Summit Financial Strategies investment in Agilon Health
Tip: Access up to 7 years of quarterly data
All positions including Agilon Health held by Summit Financial Strategies consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Agilon Health by Summit Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $17k | 17k | 1.03 |
| 2025-06-30 | $38k | 17k | 2.30 |
| 2025-03-31 | $72k | 17k | 4.33 |
| 2024-12-31 | $32k | 17k | 1.90 |
| 2024-09-30 | $65k | 17k | 3.93 |
| 2024-06-30 | $108k | 17k | 6.54 |
| 2024-03-31 | $105k | 17k | 6.10 |
| 2023-09-30 | $306k | 17k | 17.76 |
| 2023-06-30 | $299k | 17k | 17.34 |
| 2023-03-31 | $753k | 32k | 23.75 |
| 2022-12-31 | $537k | 33k | 16.14 |
| 2022-09-30 | $780k | 33k | 23.43 |
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