LBMC Investment Advisors’s Surgery Partners SGRY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-10,578
| Closed | -$122K | – | 119 |
|
|
2020
Q2 | $122K | Hold |
10,578
| – | – | 0.02% | 102 |
|
|
2020
Q1 | $69K | Hold |
10,578
| – | – | 0.01% | 89 |
|
|
2019
Q4 | $166K | Hold |
10,578
| – | – | 0.02% | 103 |
|
|
2019
Q3 | $78K | Hold |
10,578
| – | – | 0.01% | 100 |
|
|
2019
Q2 | $86K | Hold |
10,578
| – | – | 0.01% | 97 |
|
|
2019
Q1 | $119K | Hold |
10,578
| – | – | 0.02% | 97 |
|
|
2018
Q4 | $104K | Hold |
10,578
| – | – | 0.02% | 91 |
|
|
2018
Q3 | $175K | Hold |
10,578
| – | – | 0.03% | 100 |
|
|
2018
Q2 | $158K | Sell |
10,578
-2,800
| -21% | -$41.8K | 0.03% | 100 |
|
|
2018
Q1 | $229K | Hold |
13,378
| – | – | 0.04% | 79 |
|
|
2017
Q4 | $162K | Hold |
13,378
| – | – | 0.03% | 86 |
|
|
2017
Q3 | $138K | Hold |
13,378
| – | – | 0.02% | 80 |
|
|
2017
Q2 | $304K | Sell |
13,378
-9,061
| -40% | -$206K | 0.05% | 63 |
|
|
2017
Q1 | $438K | Hold |
22,439
| – | – | 0.08% | 56 |
|
|
2016
Q4 | $356K | Hold |
22,439
| – | – | 0.07% | 61 |
|
|
2016
Q3 | $454K | Hold |
22,439
| – | – | 0.09% | 53 |
|
|
2016
Q2 | $402K | Buy |
+22,439
| New | +$402K | 0.08% | 50 |
|