MeadowBrook 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,280
| Closed | -$218K | – | 303 |
|
|
2024
Q4 | $218K | Buy |
10,280
+1,460
| +17% | +$30.9K | 0.19% | 104 |
|
|
2024
Q3 | $284K | Sell |
8,820
-3,500
| -28% | -$113K | 0.26% | 83 |
|
|
2024
Q2 | $293K | Buy |
12,320
+1,690
| +16% | +$40.2K | 0.28% | 81 |
|
|
2024
Q1 | $317K | Buy |
10,630
+500
| +5% | +$14.9K | 0.3% | 81 |
|
|
2023
Q4 | $324K | Buy |
+10,130
| New | +$324K | 0.31% | 74 |
|