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Valeo Financial Advisors, LLC → AGNT
Valeo Financial Advisors, LLC AGNT Position History
AGNT, Inc • Real Estate
Quarters held
5
Latest value
$87K
Q3 2026
Peak value
$463K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $463K |
| Q4 2025 | $265K |
| Q1 2026 | $167K |
| Q2 2026 | $144K |
| Q3 2026 | $87K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $87K | 23.7K | — | — |
| Q2 2026 | $144K | 26.6K | — | — |
| Q1 2026 | $167K | 27.8K | — | — |
| Q4 2025 | $265K | 29.3K | — | — |
| Q3 2025 | $463K | 43.4K | — | — |