Advisory Research’s STAAR Surgical STAA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-17,457
Closed -$1.12M 488
2023
Q1
$1.12M Sell
17,457
-5,620
-24% -$359K 0.18% 143
2022
Q4
$1.12M Sell
23,077
-39,905
-63% -$1.94M 0.11% 146
2022
Q3
$4.44M Buy
62,982
+8,770
+16% +$619K 0.43% 45
2022
Q2
$3.85M Sell
54,212
-16,961
-24% -$1.2M 0.38% 52
2022
Q1
$5.69M Buy
71,173
+11,742
+20% +$938K 0.46% 45
2021
Q4
$5.43M Buy
59,431
+9,030
+18% +$824K 0.43% 56
2021
Q3
$6.48M Sell
50,401
-835
-2% -$107K 0.42% 73
2021
Q2
$7.81M Sell
51,236
-5,600
-10% -$854K 0.51% 67
2021
Q1
$5.99M Sell
56,836
-7,041
-11% -$742K 0.42% 77
2020
Q4
$5.06M Buy
63,877
+2,223
+4% +$176K 0.37% 81
2020
Q3
$3.49M Sell
61,654
-15,268
-20% -$864K 0.34% 81
2020
Q2
$4.73M Buy
76,922
+21,623
+39% +$1.33M 0.42% 71
2020
Q1
$1.78M Sell
55,299
-23,631
-30% -$762K 0.12% 96
2019
Q4
$2.78M Buy
78,930
+23,478
+42% +$826K 0.13% 97
2019
Q3
$1.43M Sell
55,452
-60,612
-52% -$1.56M 0.07% 144
2019
Q2
$3.41M Sell
116,064
-4,736
-4% -$139K 0.07% 144
2019
Q1
$4.13M Buy
120,800
+4,583
+4% +$157K 0.08% 127
2018
Q4
$3.71M Sell
116,217
-26,910
-19% -$859K 0.08% 142
2018
Q3
$6.87M Buy
143,127
+14,805
+12% +$711K 0.11% 124
2018
Q2
$3.98M Buy
+128,322
New +$3.98M 0.06% 166