NewEdge Advisors’s Surmodics SRDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-885
| Closed | -$26.5K | – | 4367 |
|
|
2025
Q3 | $26.5K | Sell |
885
-109
| -11% | -$3.64K | ﹤0.01% | 3030 |
|
|
2025
Q2 | $29.5K | Hold |
994
| – | – | ﹤0.01% | 2828 |
|
|
2025
Q1 | $30.3K | Hold |
994
| – | – | ﹤0.01% | 2714 |
|
|
2024
Q4 | $39.4K | Hold |
994
| – | – | ﹤0.01% | 2600 |
|
|
2024
Q3 | $38.5K | Buy |
994
+145
| +17% | +$5.87K | ﹤0.01% | 2520 |
|
|
2024
Q2 | $35.7K | Hold |
849
| – | – | ﹤0.01% | 2451 |
|
|
2024
Q1 | $24.9K | Hold |
849
| – | – | ﹤0.01% | 2555 |
|
|
2023
Q4 | $30.9K | Buy |
849
+100
| +13% | +$3.28K | ﹤0.01% | 2405 |
|
|
2023
Q3 | $24K | Hold |
749
| – | – | ﹤0.01% | 2333 |
|
|
2023
Q2 | $23.5K | Hold |
749
| – | – | ﹤0.01% | 2337 |
|
|
2023
Q1 | $17.1K | Hold |
749
| – | – | ﹤0.01% | 2391 |
|
|
2022
Q4 | $26 | Buy |
+749
| New | +$25.1K | ﹤0.01% | 3568 |
|