Bank of New York Mellon’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 | $6.77M | Sell |
304,355
-37,347
| -11% | -$830K | ﹤0.01% | 2094 |
|
|
2025
Q1 | $8.12M | Buy |
341,702
+926
| +0.3% | +$22K | ﹤0.01% | 1955 |
|
|
2024
Q4 | $7.21M | Buy |
340,776
+51,187
| +18% | +$1.08M | ﹤0.01% | 2090 |
|
|
2024
Q3 | $9.34M | Sell |
289,589
-57,896
| -17% | -$1.87M | ﹤0.01% | 1973 |
|
|
2024
Q2 | $8.27M | Buy |
347,485
+38,285
| +12% | +$911K | ﹤0.01% | 2061 |
|
|
2024
Q1 | $9.22M | Sell |
309,200
-14,913
| -5% | -$445K | ﹤0.01% | 1999 |
|
|
2023
Q4 | $10.4M | Buy |
324,113
+6,130
| +2% | +$196K | ﹤0.01% | 1972 |
|
|
2023
Q3 | $9.3M | Buy |
317,983
+18,900
| +6% | +$553K | ﹤0.01% | 1984 |
|
|
2023
Q2 | $13.5M | Buy |
299,083
+62,839
| +27% | +$2.83M | ﹤0.01% | 1785 |
|
|
2023
Q1 | $8.14M | Buy |
236,244
+4,739
| +2% | +$163K | ﹤0.01% | 2029 |
|
|
2022
Q4 | $6.45M | Buy |
231,505
+70,839
| +44% | +$1.97M | ﹤0.01% | 2185 |
|
|
2022
Q3 | $3.76M | Buy |
160,666
+15,653
| +11% | +$366K | ﹤0.01% | 2450 |
|
|
2022
Q2 | $4.19M | Buy |
145,013
+7,351
| +5% | +$213K | ﹤0.01% | 2402 |
|
|
2022
Q1 | $7.58M | Buy |
137,662
+900
| +0.7% | +$49.5K | ﹤0.01% | 2228 |
|
|
2021
Q4 | $7.31M | Buy |
136,762
+11,877
| +10% | +$634K | ﹤0.01% | 2266 |
|
|
2021
Q3 | $5.29M | Sell |
124,885
-11,079
| -8% | -$469K | ﹤0.01% | 2454 |
|
|
2021
Q2 | $9.06M | Buy |
135,964
+4,816
| +4% | +$321K | ﹤0.01% | 2194 |
|
|
2021
Q1 | $5.81M | Buy |
131,148
+41,916
| +47% | +$1.86M | ﹤0.01% | 2375 |
|
|
2020
Q4 | $2.59M | Buy |
89,232
+677
| +0.8% | +$19.6K | ﹤0.01% | 2689 |
|
|
2020
Q3 | $1.94M | Sell |
88,555
-644
| -0.7% | -$14.1K | ﹤0.01% | 2688 |
|
|
2020
Q2 | $1.03M | Sell |
89,199
-7,985
| -8% | -$92.4K | ﹤0.01% | 3095 |
|
|
2020
Q1 | $635K | Buy |
97,184
+366
| +0.4% | +$2.39K | ﹤0.01% | 3246 |
|
|
2019
Q4 | $1.52M | Buy |
96,818
+884
| +0.9% | +$13.8K | ﹤0.01% | 2994 |
|
|
2019
Q3 | $709K | Buy |
95,934
+3,726
| +4% | +$27.5K | ﹤0.01% | 3354 |
|
|
2019
Q2 | $751K | Buy |
92,208
+5,526
| +6% | +$45K | ﹤0.01% | 3377 |
|
|
2019
Q1 | $977K | Buy |
86,682
+922
| +1% | +$10.4K | ﹤0.01% | 3197 |
|
|
2018
Q4 | $839K | Sell |
85,760
-471
| -0.5% | -$4.61K | ﹤0.01% | 3205 |
|
|
2018
Q3 | $1.42M | Sell |
86,231
-7,540
| -8% | -$124K | ﹤0.01% | 3049 |
|
|
2018
Q2 | $1.4M | Buy |
93,771
+7,332
| +8% | +$109K | ﹤0.01% | 3054 |
|
|
2018
Q1 | $1.48M | Sell |
86,439
-2,693
| -3% | -$46.2K | ﹤0.01% | 2985 |
|
|
2017
Q4 | $1.08M | Sell |
89,132
-14,591
| -14% | -$177K | ﹤0.01% | 3197 |
|
|
2017
Q3 | $1.07M | Buy |
103,723
+204
| +0.2% | +$2.11K | ﹤0.01% | 3177 |
|
|
2017
Q2 | $2.36M | Sell |
103,519
-10,459
| -9% | -$238K | ﹤0.01% | 2761 |
|
|
2017
Q1 | $2.22M | Buy |
113,978
+25,120
| +28% | +$490K | ﹤0.01% | 2788 |
|
|
2016
Q4 | $1.41M | Buy |
88,858
+16,077
| +22% | +$255K | ﹤0.01% | 3071 |
|
|
2016
Q3 | $1.47M | Buy |
72,781
+176
| +0.2% | +$3.56K | ﹤0.01% | 2958 |
|
|
2016
Q2 | $1.3M | Buy |
72,605
+22,540
| +45% | +$404K | ﹤0.01% | 2984 |
|
|
2016
Q1 | $663K | Buy |
50,065
+4,783
| +11% | +$63.3K | ﹤0.01% | 3303 |
|
|
2015
Q4 | $927K | Buy |
+45,282
| New | +$927K | ﹤0.01% | 3208 |
|