Covestor’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 | $431K | Buy |
19,399
+6,394
| +49% | +$142K | 0.25% | 41 |
|
|
2025
Q1 | $309K | Buy |
13,005
+10,803
| +491% | +$257K | 0.21% | 47 |
|
|
2024
Q4 | $47K | Sell |
2,202
-825
| -27% | -$17.6K | 0.03% | 881 |
|
|
2024
Q3 | $98K | Buy |
3,027
+1
| +0% | +$32 | 0.06% | 525 |
|
|
2024
Q2 | $72K | Buy |
3,026
+1,892
| +167% | +$45K | 0.05% | 689 |
|
|
2024
Q1 | $34K | Buy |
1,134
+12
| +1% | +$360 | 0.02% | 1025 |
|
|
2023
Q4 | $36K | Buy |
1,122
+876
| +356% | +$28.1K | 0.02% | 982 |
|
|
2023
Q3 | $7K | Sell |
246
-1
| -0.4% | -$28 | 0.01% | 1641 |
|
|
2023
Q2 | $11K | Sell |
247
-2
| -0.8% | -$89 | 0.01% | 1394 |
|
|
2023
Q1 | $9K | Hold |
249
| – | – | 0.01% | 1385 |
|
|
2022
Q4 | $7K | Sell |
249
-1
| -0.4% | -$28 | 0.01% | 1487 |
|
|
2022
Q3 | $6K | Sell |
250
-1
| -0.4% | -$24 | 0.01% | 1452 |
|
|
2022
Q2 | $7K | Sell |
251
-3
| -1% | -$84 | 0.01% | 1319 |
|
|
2022
Q1 | $14K | Buy |
254
+240
| +1,714% | +$13.2K | 0.01% | 1186 |
|
|
2021
Q4 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 1921 |
|