NECFA
SRDX

New England Capital Financial Advisors’s Surmodics SRDX Stock Holding History

New England Capital Financial Advisors’s Portfolio SRDX Stock Details SRDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-100
Closed -$2.99K – 438
2025
Q3 		$2.99K Hold
100
– – ﹤0.01% 334
2025
Q2 		$2.97K Hold
100
– – ﹤0.01% 329
2025
Q1 		$3.05K Hold
100
– – ﹤0.01% 295
2024
Q4 		$3.96K Hold
100
– – ﹤0.01% 289
2024
Q3 		$3.88K Hold
100
– – ﹤0.01% 286
2024
Q2 		$4.2K Hold
100
– – ﹤0.01% 282
2024
Q1 		$2.93K Hold
100
– – ﹤0.01% 293
2023
Q4 		$3.63K Hold
100
– – ﹤0.01% 294
2023
Q3 		$3.21K Hold
100
– – ﹤0.01% 293
2023
Q2 		$3.13K Hold
100
– – ﹤0.01% 288
2023
Q1 		$2.28K Hold
100
– – ﹤0.01% 337
2022
Q4 		$2.55K Buy
+100
New +$3.35K ﹤0.01% 334

Other funds holding SRDX

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

New England Capital Financial Advisors's SRDX Position: Q4 2025 in Review

New England Capital Financial Advisors sold out of Surmodics (SRDX) in Q4 2025, closing a stake of 100 shares — an estimated $2.99K sold.

New England Capital Financial Advisors first reported a position in SRDX in Q4 2022 and held it in 12 quarters. The position peaked at $4.2K in Q2 2024. 1 fund tracked by Wall St. Rank holds SRDX as of Q4 2025.

  • New England Capital Financial Advisors reported no remaining Surmodics position as of Q4 2025 after selling out during the quarter.
  • New England Capital Financial Advisors sold 100 Surmodics shares in Q4 2025, an estimated $2.99K.
  • New England Capital Financial Advisors first reported a position in Surmodics in Q4 2022 and held it in 12 quarters.
  • New England Capital Financial Advisors's Surmodics position peaked at $4.2K in Q2 2024.
  • 1 fund tracked by Wall St. Rank held Surmodics as of Q4 2025.

Based on New England Capital Financial Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.