Cetera Investment Advisers’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 | Buy |
45,400
+17,200
| +61% | +$53.5K | ﹤0.01% | 3814 |
|
|
2025
Q1 | $58.4K | Buy |
28,200
+6,000
| +27% | +$12.4K | ﹤0.01% | 3838 |
|
|
2024
Q4 | $39.5K | Hold |
22,200
| – | – | ﹤0.01% | 3668 |
|
|
2024
Q3 | $40.8K | Buy |
22,200
+10,000
| +82% | +$18.4K | ﹤0.01% | 3612 |
|
|
2024
Q2 | $38.9K | Hold |
12,200
| – | – | ﹤0.01% | 3611 |
|
|
2024
Q1 | $47K | Buy |
+12,200
| New | +$47K | ﹤0.01% | 3576 |
|