IFP Advisors’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 | $577 | Buy |
+14
| New | +$577 | ﹤0.01% | 4399 |
|
|
2025
Q1 | – | Sell |
-1
| Closed | -$21 | – | 4648 |
|
|
2024
Q4 | $21 | Buy |
+1
| New | +$21 | ﹤0.01% | 4448 |
|
|
2023
Q1 | – | Sell |
-2,100
| Closed | -$34K | – | 4271 |
|
|
2022
Q4 | $34K | Sell |
2,100
-1,200
| -36% | -$19.4K | ﹤0.01% | 2516 |
|
|
2022
Q3 | $53K | Hold |
3,300
| – | – | ﹤0.01% | 2327 |
|
|
2022
Q2 | $53K | Hold |
3,300
| – | – | ﹤0.01% | 2134 |
|
|
2022
Q1 | $53K | Buy |
+3,300
| New | +$53K | ﹤0.01% | 2134 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4390 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4170 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4065 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3885 |
|
|
2020
Q3 | – | Sell |
-500
| Closed | -$6K | – | 3746 |
|
|
2020
Q2 | $6K | Hold |
500
| – | – | ﹤0.01% | 2009 |
|
|
2020
Q1 | $4K | Hold |
500
| – | – | ﹤0.01% | 2145 |
|
|
2019
Q4 | $8K | Hold |
500
| – | – | ﹤0.01% | 2021 |
|
|
2019
Q3 | $4K | Buy |
+500
| New | +$4K | ﹤0.01% | 2443 |
|
|
2019
Q1 | – | Sell |
-500
| Closed | -$5K | – | 3238 |
|
|
2018
Q4 | $5K | Sell |
500
-1,500
| -75% | -$15K | ﹤0.01% | 2821 |
|
|
2018
Q3 | $33K | Buy |
2,000
+1,500
| +300% | +$24.8K | ﹤0.01% | 2131 |
|
|
2018
Q2 | $7K | Hold |
500
| – | – | ﹤0.01% | 3064 |
|
|
2018
Q1 | $6K | Hold |
500
| – | – | ﹤0.01% | 3095 |
|
|
2017
Q4 | $6K | Buy |
+500
| New | +$6K | ﹤0.01% | 3092 |
|
|
2016
Q3 | – | Sell |
-18
| Closed | – | – | 4005 |
|
|
2016
Q2 | $0 | Buy |
+18
| New | – | ﹤0.01% | 4145 |
|
|
2016
Q1 | – | Sell |
-18
| Closed | – | – | 3272 |
|
|
2015
Q4 | $0 | Buy |
+18
| New | – | ﹤0.01% | 3775 |
|