James Investment Research’s SurgePays SURG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $59.1K | Buy |
19,000
+6,000
| +46% | +$18.7K | 0.01% | 327 |
|
|
2025
Q1 | $26.9K | Hold |
13,000
| – | – | ﹤0.01% | 323 |
|
|
2024
Q4 | $23.1K | Hold |
13,000
| – | – | ﹤0.01% | 329 |
|
|
2024
Q3 | $23.9K | Hold |
13,000
| – | – | ﹤0.01% | 331 |
|
|
2024
Q2 | $41.5K | Hold |
13,000
| – | – | ﹤0.01% | 320 |
|
|
2024
Q1 | $50.1K | Buy |
13,000
+3,000
| +30% | +$11.6K | 0.01% | 314 |
|
|
2023
Q4 | $64.5K | Hold |
10,000
| – | – | 0.01% | 297 |
|
|
2023
Q3 | $46.8K | Buy |
+10,000
| New | +$46.8K | 0.01% | 281 |
|