Franklin Resources’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 | $457K | Sell |
20,563
-61
| -0.3% | -$1.36K | ﹤0.01% | 2349 |
|
|
2025
Q1 | $490K | Buy |
20,624
+61
| +0.3% | +$1.45K | ﹤0.01% | 2258 |
|
|
2024
Q4 | $435K | Sell |
20,563
-761
| -4% | -$16.1K | ﹤0.01% | 2344 |
|
|
2024
Q3 | $677K | Buy |
21,324
+3,487
| +20% | +$111K | ﹤0.01% | 2136 |
|
|
2024
Q2 | $424K | Buy |
17,837
+2,999
| +20% | +$71.3K | ﹤0.01% | 2298 |
|
|
2024
Q1 | $443K | Hold |
14,838
| – | – | ﹤0.01% | 2297 |
|
|
2023
Q4 | $475K | Sell |
14,838
-10
| -0.1% | -$320 | ﹤0.01% | 1961 |
|
|
2023
Q3 | $434K | Hold |
14,848
| – | – | ﹤0.01% | 1984 |
|
|
2023
Q2 | $668K | Buy |
+14,848
| New | +$668K | ﹤0.01% | 1820 |
|