Nisa 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
Q2 | $18.5K | Sell |
831
-55
| -6% | -$1.22K | ﹤0.01% | 1980 |
|
|
2025
Q1 | $21K | Buy |
886
+277
| +45% | +$6.58K | ﹤0.01% | 1850 |
|
|
2024
Q4 | $12.9K | Sell |
609
-140
| -19% | -$2.96K | ﹤0.01% | 2068 |
|
|
2024
Q3 | $24.1K | Sell |
749
-54
| -7% | -$1.74K | ﹤0.01% | 1851 |
|
|
2024
Q2 | $19.1K | Buy |
803
+120
| +18% | +$2.86K | ﹤0.01% | 1958 |
|
|
2024
Q1 | $20.4K | Buy |
683
+49
| +8% | +$1.46K | ﹤0.01% | 1883 |
|
|
2023
Q4 | $20.3K | Sell |
634
-2,311
| -78% | -$73.9K | ﹤0.01% | 1880 |
|
|
2023
Q3 | $86.1K | Buy |
2,945
+1,210
| +70% | +$35.4K | ﹤0.01% | 1558 |
|
|
2023
Q2 | $78.1K | Buy |
1,735
+681
| +65% | +$30.6K | ﹤0.01% | 1589 |
|
|
2023
Q1 | $36K | Buy |
1,054
+780
| +285% | +$26.6K | ﹤0.01% | 1814 |
|
|
2022
Q4 | $8K | Hold |
274
| – | – | ﹤0.01% | 2247 |
|
|
2022
Q3 | $7K | Buy |
274
+29
| +12% | +$741 | ﹤0.01% | 2252 |
|
|
2022
Q2 | $7K | Sell |
245
-1,655
| -87% | -$47.3K | ﹤0.01% | 2237 |
|
|
2022
Q1 | $105K | Sell |
1,900
-60
| -3% | -$3.32K | ﹤0.01% | 1603 |
|
|
2021
Q4 | $84K | Buy |
1,960
+1,600
| +444% | +$68.6K | ﹤0.01% | 1583 |
|
|
2021
Q3 | $15 | Hold |
360
| – | – | ﹤0.01% | 2150 |
|
|
2021
Q2 | $24 | Buy |
+360
| New | +$24 | ﹤0.01% | 2102 |
|