Allworth Financial’s Surgery Partners SGRY Stock Holding History

Allworth Financial’s Portfolio SGRY Stock Details SGRY Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$9.33K	Buy
2025 Q2	$7.89K	Buy
2025 Q1	$6.88K	Buy
2024 Q4	$6.35K	Buy
2024 Q3	$5.19K	Buy
2024 Q2	$4.04K	Buy
2024 Q1	$299	Hold
2023 Q4	$320	Buy
2023 Q3	$117	Buy
2022 Q2	–	Sell
2022 Q1	$0	Buy