Allworth Financial’s Surgery Partners SGRY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $6.3K | Sell |
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|
2025
Q3 | $9.33K | Buy |
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|
2025
Q2 | $7.89K | Buy |
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|
2025
Q1 | $6.88K | Buy |
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|
2024
Q4 | $6.35K | Buy |
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|
2024
Q3 | $5.19K | Buy |
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|
2024
Q2 | $4.04K | Buy |
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|
2024
Q1 | $299 | Hold |
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|
2023
Q4 | $320 | Buy |
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|
2023
Q3 | $117 | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $0 | Buy |
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