IFP Advisors’s Surmodics SRDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-2
| Closed | -$83 | – | 5153 |
|
|
2025
Q4 | $83 | Sell |
2
-24
| -92% | -$729 | ﹤0.01% | 4632 |
|
|
2025
Q3 | $777 | Buy |
+26
| New | +$868 | ﹤0.01% | 4034 |
|
|
2025
Q2 | – | Hold |
0
| – | – | – | 4540 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3534 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3598 |
|
|
2018
Q4 | – | Sell |
-200
| Closed | -$15K | – | 3850 |
|
|
2018
Q3 | $15K | Buy |
+200
| New | +$13.8K | ﹤0.01% | 2626 |
|