Invesco’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 | $2.49M | Buy |
208,923
+25,561
| +14% | +$367K | ﹤0.01% | 2450 |
|
|
2025
Q4 | $2.83M | Sell |
183,362
-1,576,138
| -90% | -$29M | ﹤0.01% | 2472 |
|
|
2025
Q3 | $38.1M | Buy |
1,759,500
+76,189
| +5% | +$1.7M | 0.01% | 1181 |
|
|
2025
Q2 | $37.4M | Buy |
1,683,311
+115,627
| +7% | +$2.57M | 0.01% | 1178 |
|
|
2025
Q1 | $37.2M | Sell |
1,567,684
-594,220
| -27% | -$14.1M | 0.01% | 1149 |
|
|
2024
Q4 | $45.8M | Sell |
2,161,904
-608,426
| -22% | -$16M | 0.01% | 1084 |
|
|
2024
Q3 | $89.3M | Buy |
2,770,330
+1,760,946
| +174% | +$52M | 0.02% | 835 |
|
|
2024
Q2 | $24M | Sell |
1,009,384
-1,307,042
| -56% | -$33.5M | 0.01% | 1348 |
|
|
2024
Q1 | $69.1M | Sell |
2,316,426
-1,488,613
| -39% | -$46.6M | 0.01% | 906 |
|
|
2023
Q4 | $122M | Buy |
3,805,039
+200,682
| +6% | +$5.82M | 0.03% | 706 |
|
|
2023
Q3 | $105M | Buy |
3,604,357
+305,216
| +9% | +$11M | 0.03% | 714 |
|
|
2023
Q2 | $148M | Buy |
3,299,141
+405,595
| +14% | +$15.5M | 0.04% | 587 |
|
|
2023
Q1 | $99.7M | Buy |
2,893,546
+1,196,654
| +71% | +$38.9M | 0.03% | 715 |
|
|
2022
Q4 | $47.3M | Buy |
1,696,892
+85,044
| +5% | +$2.25M | 0.01% | 957 |
|
|
2022
Q3 | $37.7M | Buy |
1,611,848
+71,574
| +5% | +$2.29M | 0.01% | 1003 |
|
|
2022
Q2 | $44.5M | Sell |
1,540,274
-9,237
| -0.6% | -$404K | 0.01% | 965 |
|
|
2022
Q1 | $85.3M | Sell |
1,549,511
-6,923
| -0.4% | -$342K | 0.02% | 823 |
|
|
2021
Q4 | $83.1M | Buy |
1,556,434
+376,600
| +32% | +$17.5M | 0.02% | 872 |
|
|
2021
Q3 | $50M | Sell |
1,179,834
-144,315
| -11% | -$7.36M | 0.01% | 1048 |
|
|
2021
Q2 | $88.2M | Buy |
1,324,149
+84,832
| +7% | +$4.61M | 0.02% | 879 |
|
|
2021
Q1 | $54.9M | Buy |
1,239,317
+738,247
| +147% | +$27.4M | 0.01% | 1025 |
|
|
2020
Q4 | $14.5M | Buy |
501,070
+219,991
| +78% | +$5.47M | ﹤0.01% | 1602 |
|
|
2020
Q3 | $6.16M | Buy |
281,079
+227,494
| +425% | +$4.04M | ﹤0.01% | 1909 |
|
|
2020
Q2 | $620K | Sell |
53,585
-3,002
| -5% | -$32.9K | ﹤0.01% | 3032 |
|
|
2020
Q1 | $370K | Sell |
56,587
-86,505
| -60% | -$1.23M | ﹤0.01% | 3177 |
|
|
2019
Q4 | $2.24M | Buy |
143,092
+71,923
| +101% | +$816K | ﹤0.01% | 2606 |
|
|
2019
Q3 | $526K | Buy |
71,169
+1,150
| +2% | +$8.23K | ﹤0.01% | 3233 |
|
|
2019
Q2 | $570K | Sell |
70,019
-2,359
| -3% | -$23.5K | ﹤0.01% | 3273 |
|
|
2019
Q1 | $816K | Buy |
72,378
+29,898
| +70% | +$376K | ﹤0.01% | 3120 |
|
|
2018
Q4 | $416K | Buy |
42,480
+8,339
| +24% | +$112K | ﹤0.01% | 3347 |
|
|
2018
Q3 | $563K | Sell |
34,141
-88,468
| -72% | -$1.41M | ﹤0.01% | 3374 |
|
|
2018
Q2 | $1.83M | Buy |
122,609
+71,377
| +139% | +$1.2M | ﹤0.01% | 2828 |
|
|
2018
Q1 | $879K | Buy |
51,232
+18,854
| +58% | +$294K | ﹤0.01% | 3081 |
|
|
2017
Q4 | $392K | Buy |
32,378
+428
| +1% | +$4.09K | ﹤0.01% | 3379 |
|
|
2017
Q3 | $331K | Buy |
31,950
+2,109
| +7% | +$30.2K | ﹤0.01% | 3420 |
|
|
2017
Q2 | $679K | Buy |
29,841
+11,880
| +66% | +$244K | ﹤0.01% | 3218 |
|
|
2017
Q1 | $350K | Sell |
17,961
-9,126
| -34% | -$177K | ﹤0.01% | 3462 |
|
|
2016
Q4 | $429K | Sell |
27,087
-263
| -1% | -$4.37K | ﹤0.01% | 3359 |
|
|
2016
Q3 | $554K | Buy |
27,350
+6,430
| +31% | +$118K | ﹤0.01% | 3236 |
|
|
2016
Q2 | $374K | Sell |
20,920
-288
| -1% | -$4.29K | ﹤0.01% | 3347 |
|
|
2016
Q1 | $281K | Buy |
+21,208
| New | +$328K | ﹤0.01% | 3463 |
|
Other funds holding SGRY
BCI
PCM
KSCM
VPM
VCM