Ameriprise’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 | $2.22M | Buy |
99,743
+86,626
| +660% | +$1.93M | ﹤0.01% | 2880 |
|
|
2025
Q1 | $312K | Sell |
13,117
-13,453
| -51% | -$320K | ﹤0.01% | 3631 |
|
|
2024
Q4 | $562K | Sell |
26,570
-1,130,618
| -98% | -$23.9M | ﹤0.01% | 3460 |
|
|
2024
Q3 | $37.3M | Buy |
1,157,188
+713,818
| +161% | +$23M | 0.01% | 986 |
|
|
2024
Q2 | $10.5M | Buy |
443,370
+435,984
| +5,903% | +$10.4M | ﹤0.01% | 1698 |
|
|
2024
Q1 | $220K | Buy |
+7,386
| New | +$220K | ﹤0.01% | 3664 |
|
|
2023
Q4 | – | Sell |
-48,480
| Closed | -$1.42M | – | 3973 |
|
|
2023
Q3 | $1.42M | Buy |
48,480
+39,295
| +428% | +$1.15M | ﹤0.01% | 2988 |
|
|
2023
Q2 | $413K | Hold |
9,185
| – | – | ﹤0.01% | 3504 |
|
|
2023
Q1 | $317K | Sell |
9,185
-52
| -0.6% | -$1.79K | ﹤0.01% | 3595 |
|
|
2022
Q4 | $257K | Buy |
+9,237
| New | +$257K | ﹤0.01% | 3640 |
|
|
2022
Q2 | – | Sell |
-5,013
| Closed | -$276K | – | 3976 |
|
|
2022
Q1 | $276K | Sell |
5,013
-987
| -16% | -$54.3K | ﹤0.01% | 3669 |
|
|
2021
Q4 | $320K | Buy |
6,000
+25
| +0.4% | +$1.33K | ﹤0.01% | 3644 |
|
|
2021
Q3 | $253K | Buy |
+5,975
| New | +$253K | ﹤0.01% | 3637 |
|
|
2021
Q1 | – | Sell |
-29,014
| Closed | -$842K | – | 3885 |
|
|
2020
Q4 | $842K | Sell |
29,014
-51,884
| -64% | -$1.51M | ﹤0.01% | 3159 |
|
|
2020
Q3 | $1.77M | Sell |
80,898
-1,331
| -2% | -$29.2K | ﹤0.01% | 2727 |
|
|
2020
Q2 | $952K | Sell |
82,229
-57,887
| -41% | -$670K | ﹤0.01% | 2937 |
|
|
2020
Q1 | $914K | Buy |
+140,116
| New | +$914K | ﹤0.01% | 2857 |
|
|
2018
Q4 | – | Sell |
-197,887
| Closed | -$3.27M | – | 3745 |
|
|
2018
Q3 | $3.27M | Buy |
197,887
+22,052
| +13% | +$364K | ﹤0.01% | 2604 |
|
|
2018
Q2 | $2.62M | Sell |
175,835
-41,168
| -19% | -$613K | ﹤0.01% | 2607 |
|
|
2018
Q1 | $3.72M | Buy |
217,003
+6,015
| +3% | +$103K | ﹤0.01% | 2380 |
|
|
2017
Q4 | $2.55M | Sell |
210,988
-2,852
| -1% | -$34.5K | ﹤0.01% | 2541 |
|
|
2017
Q3 | $2.21M | Sell |
213,840
-15,735
| -7% | -$163K | ﹤0.01% | 2557 |
|
|
2017
Q2 | $5.22M | Buy |
229,575
+605
| +0.3% | +$13.8K | ﹤0.01% | 2045 |
|
|
2017
Q1 | $4.47M | Buy |
228,970
+183,620
| +405% | +$3.58M | ﹤0.01% | 2129 |
|
|
2016
Q4 | $719K | Buy |
+45,350
| New | +$719K | ﹤0.01% | 3119 |
|