Financial Perspectives’s Surmodics SRDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $179K | Hold |
6,014
| – | – | 0.05% | 160 |
|
|
2025
Q1 | $184K | Hold |
6,014
| – | – | 0.06% | 148 |
|
|
2024
Q4 | $238K | Hold |
6,014
| – | – | 0.08% | 129 |
|
|
2024
Q3 | $233K | Hold |
6,014
| – | – | 0.08% | 131 |
|
|
2024
Q2 | $253K | Hold |
6,014
| – | – | 0.09% | 119 |
|
|
2024
Q1 | $176K | Hold |
6,014
| – | – | 0.07% | 148 |
|
|
2023
Q4 | $219K | Hold |
6,014
| – | – | 0.09% | 136 |
|
|
2023
Q3 | $193K | Hold |
6,014
| – | – | 0.09% | 131 |
|
|
2023
Q2 | $188K | Hold |
6,014
| – | – | 0.08% | 133 |
|
|
2023
Q1 | $137K | Hold |
6,014
| – | – | 0.07% | 150 |
|
|
2022
Q4 | $205K | Hold |
6,014
| – | – | 0.11% | 118 |
|
|
2022
Q3 | $183K | Hold |
6,014
| – | – | 0.1% | 124 |
|
|
2022
Q2 | $224K | Hold |
6,014
| – | – | 0.13% | 106 |
|
|
2022
Q1 | $273K | Hold |
6,014
| – | – | 0.13% | 104 |
|
|
2021
Q4 | $290K | Sell |
6,014
-5,090
| -46% | -$245K | 0.14% | 97 |
|
|
2021
Q3 | $617K | Sell |
11,104
-3,050
| -22% | -$170K | 0.31% | 54 |
|
|
2021
Q2 | $768K | Sell |
14,154
-779,461
| -98% | -$42.3M | 0.37% | 45 |
|
|
2021
Q1 | $14.2M | Buy |
793,615
+779,461
| +5,507% | +$13.9M | 0.7% | 22 |
|
|
2020
Q4 | $616K | Hold |
14,154
| – | – | 0.35% | 46 |
|
|
2020
Q3 | $551K | Hold |
14,154
| – | – | 0.36% | 43 |
|
|
2020
Q2 | $612K | Hold |
14,154
| – | – | 0.44% | 37 |
|
|
2020
Q1 | $472K | Hold |
14,154
| – | – | 0.38% | 38 |
|
|
2019
Q4 | $586K | Buy |
+14,154
| New | +$586K | 0.4% | 31 |
|