Kennedy Capital Management’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 | $4.8M | Sell |
216,087
-174
| -0.1% | -$3.87K | 0.11% | 301 |
|
|
2025
Q1 | $5.14M | Sell |
216,261
-175,826
| -45% | -$4.18M | 0.12% | 284 |
|
|
2024
Q4 | $8.3M | Buy |
392,087
+145,032
| +59% | +$3.07M | 0.18% | 176 |
|
|
2024
Q3 | $7.97M | Sell |
247,055
-163,070
| -40% | -$5.26M | 0.18% | 199 |
|
|
2024
Q2 | $9.76M | Sell |
410,125
-8,494
| -2% | -$202K | 0.21% | 160 |
|
|
2024
Q1 | $12.5M | Sell |
418,619
-119
| -0% | -$3.55K | 0.26% | 120 |
|
|
2023
Q4 | $13.4M | Buy |
418,738
+112,709
| +37% | +$3.61M | 0.29% | 97 |
|
|
2023
Q3 | $8.95M | Buy |
306,029
+127,008
| +71% | +$3.71M | 0.22% | 165 |
|
|
2023
Q2 | $8.05M | Buy |
179,021
+89,245
| +99% | +$4.02M | 0.19% | 203 |
|
|
2023
Q1 | $3.09M | Sell |
89,776
-1,388
| -2% | -$47.8K | 0.09% | 347 |
|
|
2022
Q4 | $2.54M | Buy |
91,164
+26,315
| +41% | +$733K | 0.07% | 388 |
|
|
2022
Q3 | $1.52M | Buy |
64,849
+35
| +0.1% | +$819 | 0.04% | 450 |
|
|
2022
Q2 | $1.87M | Buy |
64,814
+3,130
| +5% | +$90.5K | 0.05% | 426 |
|
|
2022
Q1 | $3.4M | Sell |
61,684
-619
| -1% | -$34.1K | 0.08% | 379 |
|
|
2021
Q4 | $3.33M | Buy |
62,303
+3,200
| +5% | +$171K | 0.07% | 402 |
|
|
2021
Q3 | $2.5M | Buy |
59,103
+591
| +1% | +$25K | 0.06% | 446 |
|
|
2021
Q2 | $3.9M | Sell |
58,512
-22,454
| -28% | -$1.5M | 0.08% | 402 |
|
|
2021
Q1 | $3.58M | Sell |
80,966
-33,623
| -29% | -$1.49M | 0.07% | 437 |
|
|
2020
Q4 | $3.32M | Sell |
114,589
-249,839
| -69% | -$7.25M | 0.08% | 428 |
|
|
2020
Q3 | $7.98M | Sell |
364,428
-87,594
| -19% | -$1.92M | 0.23% | 141 |
|
|
2020
Q2 | $5.23M | Buy |
452,022
+81,257
| +22% | +$940K | 0.15% | 254 |
|
|
2020
Q1 | $2.42M | Buy |
370,765
+20,456
| +6% | +$134K | 0.09% | 408 |
|
|
2019
Q4 | $5.48M | Buy |
350,309
+3,686
| +1% | +$57.7K | 0.13% | 294 |
|
|
2019
Q3 | $2.56M | Buy |
346,623
+36,260
| +12% | +$268K | 0.06% | 496 |
|
|
2019
Q2 | $2.53M | Buy |
310,363
+101,866
| +49% | +$829K | 0.06% | 496 |
|
|
2019
Q1 | $2.35M | Sell |
208,497
-100,823
| -33% | -$1.14M | 0.06% | 512 |
|
|
2018
Q4 | $3.03M | Sell |
309,320
-95,530
| -24% | -$935K | 0.08% | 461 |
|
|
2018
Q3 | $6.68M | Buy |
404,850
+11,437
| +3% | +$189K | 0.12% | 301 |
|
|
2018
Q2 | $5.86M | Sell |
393,413
-69,003
| -15% | -$1.03M | 0.11% | 361 |
|
|
2018
Q1 | $7.93M | Sell |
462,416
-36,140
| -7% | -$620K | 0.15% | 219 |
|
|
2017
Q4 | $6.03M | Buy |
498,556
+13,659
| +3% | +$165K | 0.11% | 350 |
|
|
2017
Q3 | $5.02M | Buy |
484,897
+169,536
| +54% | +$1.75M | 0.09% | 415 |
|
|
2017
Q2 | $7.17M | Buy |
315,361
+13,320
| +4% | +$303K | 0.14% | 253 |
|
|
2017
Q1 | $5.89M | Buy |
+302,041
| New | +$5.89M | 0.1% | 352 |
|