Nisa Investment Advisors’s Surmodics SRDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32K | Sell |
1,076
-29
| -3% | -$862 | ﹤0.01% | 1732 |
|
|
2025
Q1 | $33.7K | Buy |
1,105
+12
| +1% | +$366 | ﹤0.01% | 1708 |
|
|
2024
Q4 | $43.3K | Hold |
1,093
| – | – | ﹤0.01% | 1719 |
|
|
2024
Q3 | $42.4K | Sell |
1,093
-67,336
| -98% | -$2.61M | ﹤0.01% | 1684 |
|
|
2024
Q2 | $2.88M | Buy |
68,429
+67,010
| +4,722% | +$2.82M | 0.02% | 581 |
|
|
2024
Q1 | $41.6K | Buy |
1,419
+9
| +0.6% | +$264 | ﹤0.01% | 1698 |
|
|
2023
Q4 | $51.3K | Hold |
1,410
| – | – | ﹤0.01% | 1631 |
|
|
2023
Q3 | $45.2K | Hold |
1,410
| – | – | ﹤0.01% | 1754 |
|
|
2023
Q2 | $44.1K | Buy |
1,410
+60
| +4% | +$1.88K | ﹤0.01% | 1791 |
|
|
2023
Q1 | $31K | Buy |
1,350
+843
| +166% | +$19.4K | ﹤0.01% | 1868 |
|
|
2022
Q4 | $17K | Buy |
507
+17
| +3% | +$570 | ﹤0.01% | 2099 |
|
|
2022
Q3 | $17K | Hold |
490
| – | – | ﹤0.01% | 2089 |
|
|
2022
Q2 | $18K | Buy |
+490
| New | +$18K | ﹤0.01% | 2078 |
|
|
2022
Q1 | – | Sell |
-400
| Closed | -$18K | – | 2394 |
|
|
2021
Q4 | $18K | Buy |
+400
| New | +$18K | ﹤0.01% | 1941 |
|
|
2021
Q2 | – | Sell |
-500
| Closed | -$28 | – | 2382 |
|
|
2021
Q1 | $28 | Hold |
500
| – | – | ﹤0.01% | 2080 |
|
|
2020
Q4 | $22K | Hold |
500
| – | – | ﹤0.01% | 2109 |
|
|
2020
Q3 | $19K | Hold |
500
| – | – | ﹤0.01% | 2042 |
|
|
2020
Q2 | $22K | Hold |
500
| – | – | ﹤0.01% | 1763 |
|
|
2020
Q1 | $17K | Buy |
+500
| New | +$17K | ﹤0.01% | 1743 |
|