CAPTRUST Financial 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
Q2 | $271K | Buy |
12,208
+16
| +0.1% | +$356 | ﹤0.01% | 2120 |
|
|
2025
Q1 | $290K | Buy |
12,192
+542
| +5% | +$12.9K | ﹤0.01% | 1965 |
|
|
2024
Q4 | $247K | Buy |
11,650
+59
| +0.5% | +$1.25K | ﹤0.01% | 2025 |
|
|
2024
Q3 | $374K | Buy |
11,591
+10
| +0.1% | +$322 | ﹤0.01% | 1759 |
|
|
2024
Q2 | $276K | Sell |
11,581
-40
| -0.3% | -$952 | ﹤0.01% | 1860 |
|
|
2024
Q1 | $347K | Sell |
11,621
-194
| -2% | -$5.79K | ﹤0.01% | 1689 |
|
|
2023
Q4 | $378K | Sell |
11,815
-336
| -3% | -$10.7K | ﹤0.01% | 1948 |
|
|
2023
Q3 | $355K | Buy |
12,151
+4,024
| +50% | +$118K | ﹤0.01% | 1888 |
|
|
2023
Q2 | $366K | Buy |
8,127
+73
| +0.9% | +$3.28K | ﹤0.01% | 1829 |
|
|
2023
Q1 | $278K | Buy |
+8,054
| New | +$278K | ﹤0.01% | 1804 |
|
|
2022
Q3 | – | Sell |
-158
| Closed | -$5K | – | 3710 |
|
|
2022
Q2 | $5K | Buy |
158
+19
| +14% | +$601 | ﹤0.01% | 4117 |
|
|
2022
Q1 | $8K | Sell |
139
-47
| -25% | -$2.71K | ﹤0.01% | 3920 |
|
|
2021
Q4 | $10K | Buy |
186
+171
| +1,140% | +$9.19K | ﹤0.01% | 3723 |
|
|
2021
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 4478 |
|
|
2021
Q2 | $1K | Sell |
15
-130
| -90% | -$8.67K | ﹤0.01% | 4379 |
|
|
2021
Q1 | $6K | Buy |
+145
| New | +$6K | ﹤0.01% | 3670 |
|