Allworth Financial’s Surgery Partners SGRY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.89K | Buy |
355
+40
| +13% | +$889 | ﹤0.01% | 3001 |
|
|
2025
Q1 | $6.88K | Buy |
315
+3
| +1% | +$66 | ﹤0.01% | 2592 |
|
|
2024
Q4 | $6.35K | Buy |
312
+151
| +94% | +$3.07K | ﹤0.01% | 2640 |
|
|
2024
Q3 | $5.19K | Buy |
161
+22
| +16% | +$709 | ﹤0.01% | 2550 |
|
|
2024
Q2 | $4.04K | Buy |
139
+129
| +1,290% | +$3.75K | ﹤0.01% | 2608 |
|
|
2024
Q1 | $299 | Hold |
10
| – | – | ﹤0.01% | 3396 |
|
|
2023
Q4 | $320 | Buy |
10
+6
| +150% | +$192 | ﹤0.01% | 3227 |
|
|
2023
Q3 | $117 | Buy |
+4
| New | +$117 | ﹤0.01% | 3324 |
|
|
2022
Q2 | – | Sell |
-3
| Closed | – | – | 2764 |
|
|
2022
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 2353 |
|