Ameritas Investment Partners’s Surgery Partners SGRY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $77K | Hold |
6,462
| – | – | ﹤0.01% | 1840 |
|
|
2025
Q4 | $99.8K | Hold |
6,462
| – | – | ﹤0.01% | 1702 |
|
|
2025
Q3 | $140K | Sell |
6,462
-1,204
| -16% | -$26.9K | ﹤0.01% | 1473 |
|
|
2025
Q2 | $170K | Hold |
7,666
| – | – | 0.01% | 1402 |
|
|
2025
Q1 | $182K | Hold |
7,666
| – | – | 0.01% | 1319 |
|
|
2024
Q4 | $162K | Hold |
7,666
| – | – | 0.01% | 1443 |
|
|
2024
Q3 | $247K | Hold |
7,666
| – | – | 0.01% | 1179 |
|
|
2024
Q2 | $182K | Hold |
7,666
| – | – | 0.01% | 1334 |
|
|
2024
Q1 | $229K | Hold |
7,666
| – | – | 0.01% | 1197 |
|
|
2023
Q4 | $245K | Buy |
7,666
+956
| +14% | +$27.7K | 0.01% | 1137 |
|
|
2023
Q3 | $196K | Buy |
6,710
+1,133
| +20% | +$40.7K | 0.01% | 1185 |
|
|
2023
Q2 | $251K | Buy |
5,577
+1,446
| +35% | +$55.2K | 0.01% | 999 |
|
|
2023
Q1 | $142K | Buy |
4,131
+305
| +8% | +$9.9K | 0.01% | 1295 |
|
|
2022
Q4 | $130K | Buy |
3,826
+850
| +29% | +$22.5K | 0.01% | 1403 |
|
|
2022
Q3 | $69K | Hold |
2,976
| – | – | ﹤0.01% | 1749 |
|
|
2022
Q2 | $86K | Buy |
2,976
+321
| +12% | +$14K | ﹤0.01% | 1619 |
|
|
2022
Q1 | $146K | Buy |
2,655
+170
| +7% | +$8.41K | 0.01% | 1390 |
|
|
2021
Q4 | $133K | Hold |
2,485
| – | – | ﹤0.01% | 1520 |
|
|
2021
Q3 | $105K | Hold |
2,485
| – | – | ﹤0.01% | 1660 |
|
|
2021
Q2 | $166K | Buy |
2,485
+353
| +17% | +$19.2K | 0.01% | 1393 |
|
|
2021
Q1 | $94K | Buy |
2,132
+20
| +0.9% | +$743 | ﹤0.01% | 1715 |
|
|
2020
Q4 | $61K | Hold |
2,112
| – | – | ﹤0.01% | 1869 |
|
|
2020
Q3 | $46K | Hold |
2,112
| – | – | ﹤0.01% | 1898 |
|
|
2020
Q2 | $24K | Hold |
2,112
| – | – | ﹤0.01% | 2265 |
|
|
2020
Q1 | $14K | Hold |
2,112
| – | – | ﹤0.01% | 2374 |
|
|
2019
Q4 | $33K | Buy |
2,112
+456
| +28% | +$5.17K | ﹤0.01% | 2146 |
|
|
2019
Q3 | $12K | Hold |
1,656
| – | – | ﹤0.01% | 2673 |
|
|
2019
Q2 | $13K | Hold |
1,656
| – | – | ﹤0.01% | 2695 |
|
|
2019
Q1 | $19K | Hold |
1,656
| – | – | ﹤0.01% | 2409 |
|
|
2018
Q4 | $16K | Hold |
1,656
| – | – | ﹤0.01% | 2465 |
|
|
2018
Q3 | $27K | Hold |
1,656
| – | – | ﹤0.01% | 2359 |
|
|
2018
Q2 | $25K | Hold |
1,656
| – | – | ﹤0.01% | 2388 |
|
|
2018
Q1 | $28K | Hold |
1,656
| – | – | ﹤0.01% | 2247 |
|
|
2017
Q4 | $20K | Hold |
1,656
| – | – | ﹤0.01% | 2439 |
|
|
2017
Q3 | $16K | Hold |
1,656
| – | – | ﹤0.01% | 2541 |
|
|
2017
Q2 | $38K | Buy |
1,656
+367
| +28% | +$7.55K | ﹤0.01% | 2077 |
|
|
2017
Q1 | $25K | Buy |
+1,289
| New | +$25K | ﹤0.01% | 2287 |
|
Other funds holding SGRY
BCI
PCM
KSCM
VPM
VCM