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 |
|