HSBC Holdings’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 | $243K | Sell |
11,004
-1,381
| -11% | -$30.5K | ﹤0.01% | 2113 |
|
|
2025
Q1 | $295K | Sell |
12,385
-14,797
| -54% | -$353K | ﹤0.01% | 1946 |
|
|
2024
Q4 | $574K | Sell |
27,182
-4,425
| -14% | -$93.5K | ﹤0.01% | 1708 |
|
|
2024
Q3 | $1.01M | Sell |
31,607
-18,660
| -37% | -$594K | ﹤0.01% | 1367 |
|
|
2024
Q2 | $1.18M | Buy |
50,267
+41,611
| +481% | +$980K | ﹤0.01% | 1307 |
|
|
2024
Q1 | $258K | Sell |
8,656
-13,797
| -61% | -$411K | ﹤0.01% | 2137 |
|
|
2023
Q4 | $710K | Buy |
22,453
+10,063
| +81% | +$318K | ﹤0.01% | 1513 |
|
|
2023
Q3 | $361K | Buy |
+12,390
| New | +$361K | ﹤0.01% | 1647 |
|
|
2022
Q4 | – | Sell |
-13,918
| Closed | -$335K | – | 2658 |
|
|
2022
Q3 | $335K | Buy |
+13,918
| New | +$335K | ﹤0.01% | 1940 |
|
|
2022
Q2 | – | Sell |
-4,830
| Closed | -$264K | – | 2946 |
|
|
2022
Q1 | $264K | Sell |
4,830
-3,299
| -41% | -$180K | ﹤0.01% | 2466 |
|
|
2021
Q4 | $436K | Buy |
+8,129
| New | +$436K | ﹤0.01% | 2091 |
|
|
2021
Q3 | – | Sell |
-4,393
| Closed | -$291K | – | 2641 |
|
|
2021
Q2 | $291K | Buy |
+4,393
| New | +$291K | ﹤0.01% | 2120 |
|
|
2020
Q1 | – | Sell |
-20,824
| Closed | -$327K | – | 2426 |
|
|
2019
Q4 | $327K | Sell |
20,824
-20,980
| -50% | -$329K | ﹤0.01% | 1957 |
|
|
2019
Q3 | $308K | Buy |
+41,804
| New | +$308K | ﹤0.01% | 2027 |
|