Pathstone Holdings’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 | $473K | Sell |
21,263
-27,029
| -56% | -$601K | ﹤0.01% | 1744 |
|
|
2025
Q1 | $1.15M | Buy |
48,292
+23,459
| +94% | +$557K | 0.01% | 1303 |
|
|
2024
Q4 | $526K | Sell |
24,833
-32,514
| -57% | -$688K | ﹤0.01% | 1699 |
|
|
2024
Q3 | $1.85M | Buy |
57,347
+13,534
| +31% | +$436K | 0.01% | 1020 |
|
|
2024
Q2 | $1.04M | Buy |
43,813
+11,457
| +35% | +$273K | ﹤0.01% | 1307 |
|
|
2024
Q1 | $965K | Buy |
32,356
+17,808
| +122% | +$531K | ﹤0.01% | 1295 |
|
|
2023
Q4 | $465K | Buy |
+14,548
| New | +$465K | ﹤0.01% | 1548 |
|