Nisa Investment Advisors’s Surgery Partners SGRY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$19K	Buy	+1,591	New	+$22.8K	﹤0.01%	2035
2025 Q4	–	Sell	-901	Closed	-$19.5K	–	3070
2025 Q3	$19.5K	Buy	901 +70	+8%	+$1.56K	﹤0.01%	2007
2025 Q2	$18.5K	Sell	831 -55	-6%	-$1.22K	﹤0.01%	1980
2025 Q1	$21K	Buy	886 +277	+45%	+$6.56K	﹤0.01%	1850
2024 Q4	$12.9K	Sell	609 -140	-19%	-$3.67K	﹤0.01%	2068
2024 Q3	$24.1K	Sell	749 -54	-7%	-$1.59K	﹤0.01%	1851
2024 Q2	$19.1K	Buy	803 +120	+18%	+$3.08K	﹤0.01%	1958
2024 Q1	$20.4K	Buy	683 +49	+8%	+$1.53K	﹤0.01%	1883
2023 Q4	$20.3K	Sell	634 -2,311	-78%	-$67.1K	﹤0.01%	1880
2023 Q3	$86.1K	Buy	2,945 +1,210	+70%	+$43.5K	﹤0.01%	1558
2023 Q2	$78.1K	Buy	1,735 +681	+65%	+$26K	﹤0.01%	1589
2023 Q1	$36K	Buy	1,054 +780	+285%	+$25.3K	﹤0.01%	1814
2022 Q4	$8K	Hold	274	–	–	﹤0.01%	2247
2022 Q3	$7K	Buy	274 +29	+12%	+$926	﹤0.01%	2252
2022 Q2	$7K	Sell	245 -1,655	-87%	-$72.3K	﹤0.01%	2237
2022 Q1	$105K	Sell	1,900 -60	-3%	-$2.97K	﹤0.01%	1603
2021 Q4	$84K	Buy	1,960 +1,600	+444%	+$74.2K	﹤0.01%	1583
2021 Q3	$15	Hold	360	–	–	﹤0.01%	2150
2021 Q2	$24	Buy	+360	New	+$19.5K	﹤0.01%	2102