DCM
Dimension Capital Management’s Surgery Partners SGRY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.7M | Sell |
301,456
-8,520
| -3% | -$189K | 1.04% | 20 |
|
|
2025
Q1 | $7.36M | Sell |
309,976
-112,500
| -27% | -$2.67M | 1.31% | 17 |
|
|
2024
Q4 | $8.94M | Buy |
422,476
+249,878
| +145% | +$5.29M | 1.44% | 15 |
|
|
2024
Q3 | $5.56M | Sell |
172,598
-38,000
| -18% | -$1.23M | 1.03% | 21 |
|
|
2024
Q2 | $5.01M | Buy |
210,598
+45,500
| +28% | +$1.08M | 1.02% | 21 |
|
|
2024
Q1 | $4.92M | Buy |
165,098
+18,000
| +12% | +$537K | 0.98% | 20 |
|
|
2023
Q4 | $4.71M | Sell |
147,098
-20,000
| -12% | -$640K | 0.98% | 19 |
|
|
2023
Q3 | $4.89M | Buy |
167,098
+5,871
| +4% | +$172K | 1.14% | 16 |
|
|
2023
Q2 | $7.25M | Hold |
161,227
| – | – | 1.57% | 14 |
|
|
2023
Q1 | $5.56M | Hold |
161,227
| – | – | 1.27% | 16 |
|
|
2022
Q4 | $4.49M | Hold |
161,227
| – | – | 1.05% | 16 |
|
|
2022
Q3 | $3.77M | Hold |
161,227
| – | – | 0.91% | 17 |
|
|
2022
Q2 | $4.67M | Sell |
161,227
-1,309
| -0.8% | -$37.9K | 1.05% | 16 |
|
|
2022
Q1 | $8.95M | Buy |
162,536
+9,620
| +6% | +$529K | 1.66% | 14 |
|
|
2021
Q4 | $8.17M | Hold |
152,916
| – | – | 1.53% | 15 |
|
|
2021
Q3 | $6.48M | Sell |
152,916
-1,388
| -0.9% | -$58.8K | 1.33% | 16 |
|
|
2021
Q2 | $10.3M | Sell |
154,304
-14,859
| -9% | -$990K | 2.24% | 8 |
|
|
2021
Q1 | $7.49M | Buy |
169,163
+1,948
| +1% | +$86.2K | 1.76% | 13 |
|
|
2020
Q4 | $4.85M | Buy |
167,215
+6,520
| +4% | +$189K | 1.38% | 12 |
|
|
2020
Q3 | $3.52M | Sell |
160,695
-11,613
| -7% | -$254K | 1.1% | 16 |
|
|
2020
Q2 | $1.99M | Sell |
172,308
-18,562
| -10% | -$214K | 0.63% | 28 |
|
|
2020
Q1 | $1.25M | Buy |
190,870
+6,356
| +3% | +$41.5K | 0.45% | 29 |
|
|
2019
Q4 | $2.89M | Sell |
184,514
-12,403
| -6% | -$194K | 0.85% | 21 |
|
|
2019
Q3 | $1.45M | Buy |
196,917
+118,905
| +152% | +$877K | 0.5% | 27 |
|
|
2019
Q2 | $635K | Buy |
+78,012
| New | +$635K | 0.21% | 57 |
|