LPL Financial’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
$438K Buy
19,692
+2,352
+14% +$52.3K ﹤0.01% 4403
2025
Q1
$412K Buy
17,340
+591
+4% +$14K ﹤0.01% 4266
2024
Q4
$355K Buy
16,749
+3,062
+22% +$64.8K ﹤0.01% 4293
2024
Q3
$441K Buy
+13,687
New +$441K ﹤0.01% 4040
2022
Q2
Sell
-5,086
Closed -$280K 4484
2022
Q1
$280K Buy
5,086
+678
+15% +$37.3K ﹤0.01% 3601
2021
Q4
$235K Buy
+4,408
New +$235K ﹤0.01% 3864