Creative Planning’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 |
-18,873
| Closed | -$564K | – | 4095 |
|
|
2025
Q3 | $564K | Buy |
18,873
+8,154
| +76% | +$272K | ﹤0.01% | 2607 |
|
|
2025
Q2 | $318K | Buy |
+10,719
| New | +$309K | ﹤0.01% | 2848 |
|
|
2017
Q3 | – | Sell |
-500
| Closed | -$14K | – | 3475 |
|
|
2017
Q2 | $14K | Hold |
500
| – | – | ﹤0.01% | 3419 |
|
|
2017
Q1 | $12K | Hold |
500
| – | – | ﹤0.01% | 3489 |
|
|
2016
Q4 | $13K | Hold |
500
| – | – | ﹤0.01% | 3380 |
|
|
2016
Q3 | $15K | Hold |
500
| – | – | ﹤0.01% | 3250 |
|
|
2016
Q2 | $12K | Hold |
500
| – | – | ﹤0.01% | 3140 |
|
|
2016
Q1 | $9K | Hold |
500
| – | – | ﹤0.01% | 3297 |
|
|
2015
Q4 | $10K | Hold |
500
| – | – | ﹤0.01% | 3311 |
|
|
2015
Q3 | $11K | Buy |
+500
| New | +$11.7K | ﹤0.01% | 3160 |
|
|
2013
Q4 | – | Sell |
-10
| Closed | – | – | 3455 |
|
|
2013
Q3 | $0 | Buy |
+10
| New | +$214 | ﹤0.01% | 3342 |
|