Creative Planning’s Surmodics SRDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $318K | Buy |
+10,719
| New | +$318K | ﹤0.01% | 2839 |
|
|
2017
Q3 | – | Sell |
-500
| Closed | -$14K | – | 3376 |
|
|
2017
Q2 | $14K | Hold |
500
| – | – | ﹤0.01% | 3380 |
|
|
2017
Q1 | $12K | Hold |
500
| – | – | ﹤0.01% | 3448 |
|
|
2016
Q4 | $13K | Hold |
500
| – | – | ﹤0.01% | 3329 |
|
|
2016
Q3 | $15K | Hold |
500
| – | – | ﹤0.01% | 3206 |
|
|
2016
Q2 | $12K | Hold |
500
| – | – | ﹤0.01% | 3098 |
|
|
2016
Q1 | $9K | Hold |
500
| – | – | ﹤0.01% | 3260 |
|
|
2015
Q4 | $10K | Hold |
500
| – | – | ﹤0.01% | 3263 |
|
|
2015
Q3 | $11K | Buy |
+500
| New | +$11K | ﹤0.01% | 3129 |
|
|
2013
Q4 | – | Sell |
-10
| Closed | – | – | 3455 |
|
|
2013
Q3 | $0 | Buy |
+10
| New | – | ﹤0.01% | 3342 |
|