JFS Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $309 | Sell |
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|
2024
Q4 | $360 | Sell |
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|
2024
Q3 | $1.84K | Buy |
|
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|
2024
Q2 | $643 | Hold |
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|
2024
Q1 | $806 | Buy |
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|
2023
Q4 | $576 | Buy |
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|
2023
Q3 | $322 | Sell |
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|
2023
Q2 | $1.35K | Buy |
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|
2023
Q1 | $242 | Hold |
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|
2022
Q4 | $195 | Buy |
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|
2022
Q3 | $0 | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1K | Buy |
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|
2021
Q4 | $0 | Buy |
|