Cetera Investment Advisers’s Surmodics SRDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-16,066
| Closed | -$480K | – | 4857 |
|
|
2025
Q3 | $480K | Sell |
16,066
-679
| -4% | -$22.7K | ﹤0.01% | 3415 |
|
|
2025
Q2 | $497K | Sell |
16,745
-82
| -0.5% | -$2.36K | ﹤0.01% | 2980 |
|
|
2025
Q1 | $514K | Hold |
16,827
| – | – | ﹤0.01% | 2820 |
|
|
2024
Q4 | $666K | Buy |
16,827
+161
| +1% | +$6.26K | ﹤0.01% | 2457 |
|
|
2024
Q3 | $646K | Buy |
16,666
+39
| +0.2% | +$1.58K | ﹤0.01% | 2445 |
|
|
2024
Q2 | $699K | Sell |
16,627
-559
| -3% | -$19.1K | ﹤0.01% | 2338 |
|
|
2024
Q1 | $504K | Buy |
+17,186
| New | +$548K | ﹤0.01% | 2602 |
|