Petrus Trust Company’s Surgery Partners SGRY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-18,570	Closed	-$554K	–	744
2024 Q1	$554K	Sell	18,570 -936	-5%	-$27.9K	0.05%	172
2023 Q4	$624K	Buy	19,506 +10,845	+125%	+$347K	0.06%	148
2023 Q3	$253K	Buy	+8,661	New	+$253K	0.03%	458