B. Metzler seel. Sohn & Co’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 | – | Sell |
-66,028
| Closed | -$1.57M | – | 752 |
|
|
2025
Q1 | $1.57M | Hold |
66,028
| – | – | 0.02% | 405 |
|
|
2024
Q4 | $1.4M | Hold |
66,028
| – | – | 0.01% | 460 |
|
|
2024
Q3 | $2.13M | Hold |
66,028
| – | – | 0.02% | 378 |
|
|
2024
Q2 | $1.57M | Hold |
66,028
| – | – | 0.02% | 423 |
|
|
2024
Q1 | $1.97M | Hold |
66,028
| – | – | 0.02% | 387 |
|
|
2023
Q4 | $2.11M | Buy |
66,028
+6,980
| +12% | +$223K | 0.03% | 351 |
|
|
2023
Q3 | $1.73M | Sell |
59,048
-51,540
| -47% | -$1.51M | 0.03% | 346 |
|
|
2023
Q2 | $4.98M | Buy |
110,588
+59,036
| +115% | +$2.66M | 0.07% | 202 |
|
|
2023
Q1 | $1.78M | Buy |
51,552
+4,815
| +10% | +$166K | 0.03% | 337 |
|
|
2022
Q4 | $1.3M | Hold |
46,737
| – | – | 0.02% | 382 |
|
|
2022
Q3 | $1.09M | Buy |
46,737
+4,956
| +12% | +$116K | 0.02% | 402 |
|
|
2022
Q2 | $1.21M | Buy |
41,781
+12,264
| +42% | +$355K | 0.02% | 393 |
|
|
2022
Q1 | $1.63M | Buy |
+29,517
| New | +$1.63M | 0.02% | 379 |
|