Envestnet Asset Management’s Surgery Partners SGRY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $728K | Buy |
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|
2025
Q1 | $724K | Sell |
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|
2024
Q4 | $692K | Buy |
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|
2024
Q3 | $895K | Buy |
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|
2024
Q2 | $602K | Sell |
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|
2024
Q1 | $864K | Buy |
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|
2023
Q4 | $763K | Buy |
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|
2023
Q3 | $570K | Buy |
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|
2023
Q2 | $520K | Buy |
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|
2023
Q1 | $338K | Sell |
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|
2022
Q4 | $367K | Buy |
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|
2022
Q3 | $302K | Sell |
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|
2022
Q2 | $379K | Buy |
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|
2022
Q1 | $650K | Buy |
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|
2021
Q4 | $526K | Buy |
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|
2021
Q3 | $228K | Sell |
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|
2021
Q2 | $363K | Buy |
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|
2021
Q1 | $234K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $28K | Buy |
|