IFP 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 | $1.37K | Hold |
115
| – | – | ﹤0.01% | 4089 |
|
|
2025
Q4 | $1.78K | Sell |
115
-48
| -29% | -$882 | ﹤0.01% | 3881 |
|
|
2025
Q3 | $3.53K | Buy |
163
+149
| +1,064% | +$3.32K | ﹤0.01% | 3447 |
|
|
2025
Q2 | $577 | Buy |
+14
| New | +$311 | ﹤0.01% | 4399 |
|
|
2025
Q1 | – | Sell |
-1
| Closed | -$21 | – | 4648 |
|
|
2024
Q4 | $21 | Buy |
+1
| New | +$26 | ﹤0.01% | 4448 |
|
|
2023
Q1 | – | Sell |
-2,100
| Closed | -$34K | – | 4271 |
|
|
2022
Q4 | $34K | Sell |
2,100
-1,200
| -36% | -$31.8K | ﹤0.01% | 2516 |
|
|
2022
Q3 | $53K | Hold |
3,300
| – | – | ﹤0.01% | 2326 |
|
|
2022
Q2 | $53K | Hold |
3,300
| – | – | ﹤0.01% | 2133 |
|
|
2022
Q1 | $53K | Buy |
+3,300
| New | +$163K | ﹤0.01% | 2133 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4455 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4212 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4117 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3924 |
|
|
2020
Q3 | – | Sell |
-500
| Closed | -$8.89K | – | 3786 |
|
|
2020
Q2 | $6K | Hold |
500
| – | – | ﹤0.01% | 2022 |
|
|
2020
Q1 | $4K | Hold |
500
| – | – | ﹤0.01% | 2173 |
|
|
2019
Q4 | $8K | Hold |
500
| – | – | ﹤0.01% | 2026 |
|
|
2019
Q3 | $4K | Buy |
+500
| New | +$3.58K | ﹤0.01% | 2451 |
|
|
2019
Q1 | – | Sell |
-500
| Closed | -$5K | – | 3273 |
|
|
2018
Q4 | $5K | Sell |
500
-1,500
| -75% | -$20.1K | ﹤0.01% | 2866 |
|
|
2018
Q3 | $33K | Buy |
2,000
+1,500
| +300% | +$23.9K | ﹤0.01% | 2148 |
|
|
2018
Q2 | $7K | Hold |
500
| – | – | ﹤0.01% | 3109 |
|
|
2018
Q1 | $6K | Hold |
500
| – | – | ﹤0.01% | 3095 |
|
|
2017
Q4 | $6K | Buy |
+500
| New | +$4.78K | ﹤0.01% | 3141 |
|
|
2016
Q3 | – | Sell |
-18
| Closed | – | – | 4026 |
|
|
2016
Q2 | $0 | Buy |
+18
| New | +$268 | ﹤0.01% | 4046 |
|
|
2016
Q1 | – | Sell |
-18
| Closed | – | – | 3271 |
|
|
2015
Q4 | $0 | Buy |
+18
| New | +$344 | ﹤0.01% | 3791 |
|
Other funds holding SGRY
BCI
PCM
KSCM
VPM
VCM