Bell Investment Advisors’s Surgery Partners SGRY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-88
| Closed | -$1.86K | – | 1944 |
|
|
2024
Q4 | $1.86K | Buy |
+88
| New | +$1.86K | ﹤0.01% | 1360 |
|
|
2024
Q2 | – | Sell |
-16
| Closed | -$478 | – | 1970 |
|
|
2024
Q1 | $478 | Buy |
+16
| New | +$478 | ﹤0.01% | 1837 |
|
|
2023
Q3 | – | Sell |
-37
| Closed | -$1.67K | – | 1989 |
|
|
2023
Q2 | $1.67K | Buy |
37
+22
| +147% | +$990 | ﹤0.01% | 1388 |
|
|
2023
Q1 | $518 | Buy |
+15
| New | +$518 | ﹤0.01% | 1812 |
|