Envestnet Asset Management’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 | $728K | Buy |
32,763
+2,284
| +7% | +$50.8K | ﹤0.01% | 3457 |
|
|
2025
Q1 | $724K | Sell |
30,479
-2,228
| -7% | -$52.9K | ﹤0.01% | 3389 |
|
|
2024
Q4 | $692K | Buy |
32,707
+4,954
| +18% | +$105K | ﹤0.01% | 3395 |
|
|
2024
Q3 | $895K | Buy |
27,753
+2,445
| +10% | +$78.8K | ﹤0.01% | 3202 |
|
|
2024
Q2 | $602K | Sell |
25,308
-3,644
| -13% | -$86.7K | ﹤0.01% | 3345 |
|
|
2024
Q1 | $864K | Buy |
28,952
+5,114
| +21% | +$153K | ﹤0.01% | 3124 |
|
|
2023
Q4 | $763K | Buy |
23,838
+4,365
| +22% | +$140K | ﹤0.01% | 3098 |
|
|
2023
Q3 | $570K | Buy |
19,473
+7,926
| +69% | +$232K | ﹤0.01% | 3181 |
|
|
2023
Q2 | $520K | Buy |
11,547
+1,752
| +18% | +$78.8K | ﹤0.01% | 3185 |
|
|
2023
Q1 | $338K | Sell |
9,795
-3,391
| -26% | -$117K | ﹤0.01% | 3384 |
|
|
2022
Q4 | $367K | Buy |
13,186
+275
| +2% | +$7.66K | ﹤0.01% | 3293 |
|
|
2022
Q3 | $302K | Sell |
12,911
-202
| -2% | -$4.73K | ﹤0.01% | 3345 |
|
|
2022
Q2 | $379K | Buy |
13,113
+1,298
| +11% | +$37.5K | ﹤0.01% | 3217 |
|
|
2022
Q1 | $650K | Buy |
11,815
+1,962
| +20% | +$108K | ﹤0.01% | 2967 |
|
|
2021
Q4 | $526K | Buy |
9,853
+4,460
| +83% | +$238K | ﹤0.01% | 3042 |
|
|
2021
Q3 | $228K | Sell |
5,393
-58
| -1% | -$2.45K | ﹤0.01% | 3438 |
|
|
2021
Q2 | $363K | Buy |
5,451
+170
| +3% | +$11.3K | ﹤0.01% | 3173 |
|
|
2021
Q1 | $234K | Buy |
+5,281
| New | +$234K | ﹤0.01% | 3266 |
|
|
2016
Q1 | – | Sell |
-1,371
| Closed | -$28K | – | 3152 |
|
|
2015
Q4 | $28K | Buy |
+1,371
| New | +$28K | ﹤0.01% | 2831 |
|