Mackenzie 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
Q1 | – | Sell |
-21,974
| Closed | -$465K | – | 1780 |
|
|
2024
Q4 | $465K | Buy |
21,974
+599
| +3% | +$12.7K | ﹤0.01% | 1207 |
|
|
2024
Q3 | $689K | Buy |
21,375
+1,376
| +7% | +$44.4K | ﹤0.01% | 948 |
|
|
2024
Q2 | $476K | Buy |
19,999
+662
| +3% | +$15.7K | ﹤0.01% | 1031 |
|
|
2024
Q1 | $577K | Buy |
+19,337
| New | +$577K | ﹤0.01% | 986 |
|
|
2022
Q2 | – | Sell |
-4,730
| Closed | -$260K | – | 1534 |
|
|
2022
Q1 | $260K | Buy |
+4,730
| New | +$260K | ﹤0.01% | 1184 |
|