Principal Financial Group’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 | $1.68M | Buy |
140,574
+19,056
| +16% | +$274K | ﹤0.01% | 1857 |
|
|
2025
Q4 | $1.88M | Buy |
121,518
+37,944
| +45% | +$697K | ﹤0.01% | 1849 |
|
|
2025
Q3 | $1.81M | Buy |
83,574
+17,569
| +27% | +$392K | ﹤0.01% | 1832 |
|
|
2025
Q2 | $1.47M | Buy |
66,005
+11,739
| +22% | +$261K | ﹤0.01% | 1841 |
|
|
2025
Q1 | $1.29M | Buy |
54,266
+4,717
| +10% | +$112K | ﹤0.01% | 1820 |
|
|
2024
Q4 | $1.05M | Buy |
49,549
+3,997
| +9% | +$105K | ﹤0.01% | 1869 |
|
|
2024
Q3 | $1.47M | Buy |
+45,552
| New | +$1.35M | ﹤0.01% | 1810 |
|
|
2024
Q2 | – | Sell |
-10,073
| Closed | -$300K | – | 2451 |
|
|
2024
Q1 | $300K | Buy |
10,073
+1,409
| +16% | +$44.1K | ﹤0.01% | 2086 |
|
|
2023
Q4 | $277K | Buy |
8,664
+1,324
| +18% | +$38.4K | ﹤0.01% | 2081 |
|
|
2023
Q3 | $215K | Sell |
7,340
-539
| -7% | -$19.4K | ﹤0.01% | 2146 |
|
|
2023
Q2 | $354K | Buy |
+7,879
| New | +$301K | ﹤0.01% | 2034 |
|
|
2022
Q4 | – | Sell |
-23,561
| Closed | -$552K | – | 2531 |
|
|
2022
Q3 | $552K | Sell |
23,561
-12,961
| -35% | -$414K | ﹤0.01% | 1937 |
|
|
2022
Q2 | $1.06M | Sell |
36,522
-26,197
| -42% | -$1.14M | ﹤0.01% | 1910 |
|
|
2022
Q1 | $3.45M | Buy |
62,719
+5,180
| +9% | +$256K | ﹤0.01% | 1767 |
|
|
2021
Q4 | $3.07M | Sell |
57,539
-880
| -2% | -$40.8K | ﹤0.01% | 1794 |
|
|
2021
Q3 | $2.47M | Sell |
58,419
-296
| -0.5% | -$15.1K | ﹤0.01% | 1834 |
|
|
2021
Q2 | $3.91M | Buy |
58,715
+16,578
| +39% | +$900K | ﹤0.01% | 1777 |
|
|
2021
Q1 | $1.86M | Buy |
42,137
+8,254
| +24% | +$306K | ﹤0.01% | 1866 |
|
|
2020
Q4 | $983K | Sell |
33,883
-45,334
| -57% | -$1.13M | ﹤0.01% | 1948 |
|
|
2020
Q3 | $1.74M | Buy |
79,217
+32,091
| +68% | +$570K | ﹤0.01% | 1761 |
|
|
2020
Q2 | $545K | Buy |
47,126
+26,497
| +128% | +$290K | ﹤0.01% | 1948 |
|
|
2020
Q1 | $135K | Buy |
20,629
+503
| +2% | +$7.17K | ﹤0.01% | 2099 |
|
|
2019
Q4 | $315K | Buy |
20,126
+3,447
| +21% | +$39.1K | ﹤0.01% | 2047 |
|
|
2019
Q3 | $123K | Buy |
16,679
+389
| +2% | +$2.79K | ﹤0.01% | 2168 |
|
|
2019
Q2 | $133K | Sell |
16,290
-3,200
| -16% | -$31.9K | ﹤0.01% | 2169 |
|
|
2019
Q1 | $220K | Buy |
19,490
+165
| +0.9% | +$2.08K | ﹤0.01% | 2106 |
|
|
2018
Q4 | $189K | Buy |
19,325
+1,672
| +9% | +$22.4K | ﹤0.01% | 2137 |
|
|
2018
Q3 | $291K | Buy |
17,653
+391
| +2% | +$6.24K | ﹤0.01% | 2079 |
|
|
2018
Q2 | $257K | Sell |
17,262
-2,206
| -11% | -$37K | ﹤0.01% | 2108 |
|
|
2018
Q1 | $334K | Buy |
19,468
+1,796
| +10% | +$28K | ﹤0.01% | 2005 |
|
|
2017
Q4 | $214K | Buy |
+17,672
| New | +$169K | ﹤0.01% | 2120 |
|
Other funds holding SGRY
BCI
PCM
KSCM
VPM
VCM