Bailard’s SurgePays SURG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$141K Sell
45,075
-405
-0.9% -$1.26K ﹤0.01% 733
2025
Q1
$94.1K Buy
45,480
+405
+0.9% +$838 ﹤0.01% 720
2024
Q4
$80.2K Sell
45,075
-594
-1% -$1.06K ﹤0.01% 721
2024
Q3
$84K Sell
45,669
-3,100
-6% -$5.7K ﹤0.01% 734
2024
Q2
$156K Hold
48,769
﹤0.01% 699
2024
Q1
$188K Sell
48,769
-16,711
-26% -$64.3K 0.01% 700
2023
Q4
$422K Buy
65,480
+6,405
+11% +$41.3K 0.01% 482
2023
Q3
$276K Buy
59,075
+45,675
+341% +$214K 0.01% 564
2023
Q2
$98K Buy
+13,400
New +$98K ﹤0.01% 668