Pier Capital’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 | $3.84M | Sell |
322,246
-2,588
| -0.8% | -$37.1K | 0.63% | 77 |
|
|
2025
Q4 | $5.02M | Sell |
324,834
-3,870
| -1% | -$71.1K | 0.8% | 58 |
|
|
2025
Q3 | $7.11M | Buy |
328,704
+154,160
| +88% | +$3.44M | 1.11% | 38 |
|
|
2025
Q2 | $3.88M | Buy |
174,544
+173,766
| +22,335% | +$3.86M | 0.59% | 81 |
|
|
2025
Q1 | $18.5K | Sell |
778
-381,715
| -100% | -$9.04M | ﹤0.01% | 101 |
|
|
2024
Q4 | $8.1M | Buy |
382,493
+52,611
| +16% | +$1.38M | 1.16% | 44 |
|
|
2024
Q3 | $10.6M | Buy |
329,882
+1,589
| +0.5% | +$46.9K | 1.5% | 4 |
|
|
2024
Q2 | $7.81M | Sell |
328,293
-29,265
| -8% | -$751K | 1.16% | 38 |
|
|
2024
Q1 | $10.7M | Buy |
357,558
+92,072
| +35% | +$2.88M | 1.47% | 14 |
|
|
2023
Q4 | $8.49M | Buy |
265,486
+43,595
| +20% | +$1.26M | 1.21% | 38 |
|
|
2023
Q3 | $6.49M | Sell |
221,891
-48,823
| -18% | -$1.76M | 1.05% | 51 |
|
|
2023
Q2 | $12.2M | Buy |
270,714
+45,532
| +20% | +$1.74M | 1.75% | 4 |
|
|
2023
Q1 | $7.76M | Sell |
225,182
-51,182
| -19% | -$1.66M | 1.18% | 35 |
|
|
2022
Q4 | $7.7M | Buy |
276,364
+37,344
| +16% | +$989K | 1.26% | 33 |
|
|
2022
Q3 | $5.59M | Buy |
239,020
+46,047
| +24% | +$1.47M | 0.96% | 60 |
|
|
2022
Q2 | $5.58M | Buy |
192,973
+1,645
| +0.9% | +$71.9K | 0.95% | 60 |
|
|
2022
Q1 | $10.5M | Buy |
191,328
+86,965
| +83% | +$4.3M | 1.34% | 18 |
|
|
2021
Q4 | $5.57M | Buy |
+104,363
| New | +$4.84M | 0.59% | 84 |
|
|
2017
Q2 | – | Sell |
-309,565
| Closed | -$6.04M | – | 132 |
|
|
2017
Q1 | $6.04M | Sell |
309,565
-75,731
| -20% | -$1.47M | 1.03% | 38 |
|
|
2016
Q4 | $6.11M | Buy |
385,296
+80,614
| +26% | +$1.34M | 1.1% | 22 |
|
|
2016
Q3 | $6.17M | Buy |
+304,682
| New | +$5.6M | 1.09% | 19 |
|
Other funds holding SGRY
BCI
PCM
KSCM
VPM
VCM