JFS Wealth Advisors’s Surgery Partners SGRY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-13
| Closed | -$309 | – | 1954 |
|
|
2025
Q1 | $309 | Sell |
13
-4
| -24% | -$95 | ﹤0.01% | 1812 |
|
|
2024
Q4 | $360 | Sell |
17
-40
| -70% | -$847 | ﹤0.01% | 1813 |
|
|
2024
Q3 | $1.84K | Buy |
57
+30
| +111% | +$967 | ﹤0.01% | 1525 |
|
|
2024
Q2 | $643 | Hold |
27
| – | – | ﹤0.01% | 1766 |
|
|
2024
Q1 | $806 | Buy |
27
+9
| +50% | +$269 | ﹤0.01% | 1705 |
|
|
2023
Q4 | $576 | Buy |
18
+7
| +64% | +$224 | ﹤0.01% | 1776 |
|
|
2023
Q3 | $322 | Sell |
11
-19
| -63% | -$556 | ﹤0.01% | 1808 |
|
|
2023
Q2 | $1.35K | Buy |
30
+23
| +329% | +$1.04K | ﹤0.01% | 1511 |
|
|
2023
Q1 | $242 | Hold |
7
| – | – | ﹤0.01% | 1806 |
|
|
2022
Q4 | $195 | Buy |
7
+5
| +250% | +$139 | ﹤0.01% | 1834 |
|
|
2022
Q3 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1911 |
|
|
2022
Q2 | – | Sell |
-12
| Closed | -$1K | – | 1917 |
|
|
2022
Q1 | $1K | Buy |
12
+8
| +200% | +$667 | ﹤0.01% | 1723 |
|
|
2021
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1870 |
|