First Trust Advisors’s Surgery Partners SGRY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$486K Buy
2024
Q3
Sell
2024
Q2
$481K Buy
2023
Q2
Sell
2023
Q1
$1.9M Buy
2022
Q4
Sell
2022
Q3
$227K Sell
2022
Q2
$2.13M Sell
2022
Q1
$4.23M Buy
2021
Q4
$964K Sell
2021
Q3
$3.58M Sell
2021
Q2
$8.94M Buy
2018
Q2
Sell
2018
Q1
$1.63M Buy
2017
Q4
Sell
2017
Q3
$1.1M Sell
2017
Q2
$2.69M Buy
2017
Q1
$600K Buy