Creative Planning’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 | $344K | Sell |
15,487
-11,941
| -44% | -$265K | ﹤0.01% | 2769 |
|
|
2025
Q1 | $651K | Buy |
27,428
+13,027
| +90% | +$309K | ﹤0.01% | 2059 |
|
|
2024
Q4 | $305K | Buy |
14,401
+6,385
| +80% | +$135K | ﹤0.01% | 2644 |
|
|
2024
Q3 | $258K | Buy |
+8,016
| New | +$258K | ﹤0.01% | 2647 |
|
|
2017
Q1 | – | Sell |
-200
| Closed | -$3K | – | 4657 |
|
|
2016
Q4 | $3K | Buy |
+200
| New | +$3K | ﹤0.01% | 4068 |
|