Principal Financial Group’s Surmodics SRDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-36,699
| Closed | -$1.12M | – | 2314 |
|
|
2025
Q1 | $1.12M | Buy |
36,699
+638
| +2% | +$21.5K | ﹤0.01% | 1838 |
|
|
2024
Q4 | $1.43M | Buy |
36,061
+5,365
| +17% | +$209K | ﹤0.01% | 1831 |
|
|
2024
Q3 | $1.19M | Buy |
+30,696
| New | +$1.24M | ﹤0.01% | 1831 |
|
|
2023
Q1 | – | Sell |
-86,233
| Closed | -$2.94M | – | 2495 |
|
|
2022
Q4 | $2.94M | Sell |
86,233
-536
| -0.6% | -$18K | ﹤0.01% | 1695 |
|
|
2022
Q3 | $2.64M | Sell |
86,769
-897
| -1% | -$30.8K | ﹤0.01% | 1672 |
|
|
2022
Q2 | $3.26M | Sell |
87,666
-8,170
| -9% | -$317K | ﹤0.01% | 1690 |
|
|
2022
Q1 | $4.34M | Sell |
95,836
-2,155
| -2% | -$94.3K | ﹤0.01% | 1707 |
|
|
2021
Q4 | $4.72M | Buy |
97,991
+3,412
| +4% | +$172K | ﹤0.01% | 1682 |
|
|
2021
Q3 | $5.26M | Sell |
94,579
-1,328
| -1% | -$73.8K | ﹤0.01% | 1665 |
|
|
2021
Q2 | $5.2M | Buy |
95,907
+1,359
| +1% | +$74.6K | ﹤0.01% | 1703 |
|
|
2021
Q1 | $5.3M | Buy |
94,548
+470
| +0.5% | +$23.4K | ﹤0.01% | 1649 |
|
|
2020
Q4 | $4.09M | Sell |
94,078
-3,523
| -4% | -$139K | ﹤0.01% | 1638 |
|
|
2020
Q3 | $3.8M | Sell |
97,601
-4,035
| -4% | -$177K | ﹤0.01% | 1562 |
|
|
2020
Q2 | $4.39M | Sell |
101,636
-1,154
| -1% | -$43.7K | ﹤0.01% | 1476 |
|
|
2020
Q1 | $3.42M | Sell |
102,790
-4,254
| -4% | -$154K | ﹤0.01% | 1434 |
|
|
2019
Q4 | $4.43M | Sell |
107,044
-1,438
| -1% | -$60.5K | ﹤0.01% | 1568 |
|
|
2019
Q3 | $4.96M | Sell |
108,482
-1,024
| -0.9% | -$44.6K | ﹤0.01% | 1520 |
|
|
2019
Q2 | $4.73M | Sell |
109,506
-5,817
| -5% | -$246K | ﹤0.01% | 1547 |
|
|
2019
Q1 | $5.01M | Sell |
115,323
-397
| -0.3% | -$20.2K | ﹤0.01% | 1538 |
|
|
2018
Q4 | $5.47M | Buy |
115,720
+3,924
| +4% | +$235K | 0.01% | 1474 |
|
|
2018
Q3 | $8.35M | Buy |
111,796
+7,221
| +7% | +$497K | 0.01% | 1415 |
|
|
2018
Q2 | $5.77M | Buy |
104,575
+3,423
| +3% | +$158K | 0.01% | 1552 |
|
|
2018
Q1 | $3.85M | Buy |
101,152
+3,051
| +3% | +$94.5K | ﹤0.01% | 1632 |
|
|
2017
Q4 | $2.75M | Sell |
98,101
-765
| -0.8% | -$23.4K | ﹤0.01% | 1711 |
|
|
2017
Q3 | $3.06M | Sell |
98,866
-2,112
| -2% | -$57.4K | ﹤0.01% | 1677 |
|
|
2017
Q2 | $2.84M | Sell |
100,978
-1,938
| -2% | -$46.8K | ﹤0.01% | 1705 |
|
|
2017
Q1 | $2.48M | Buy |
102,916
+3,978
| +4% | +$97.5K | ﹤0.01% | 1698 |
|
|
2016
Q4 | $2.51M | Buy |
98,938
+4,443
| +5% | +$117K | ﹤0.01% | 1683 |
|
|
2016
Q3 | $2.84M | Buy |
94,495
+2,799
| +3% | +$76.9K | ﹤0.01% | 1621 |
|
|
2016
Q2 | $2.15M | Buy |
91,696
+2,580
| +3% | +$56.5K | ﹤0.01% | 1643 |
|
|
2016
Q1 | $1.64M | Buy |
89,116
+3,807
| +4% | +$71.6K | ﹤0.01% | 1665 |
|
|
2015
Q4 | $1.73M | Buy |
85,309
+3,825
| +5% | +$81.2K | ﹤0.01% | 1678 |
|
|
2015
Q3 | $1.78M | Buy |
81,484
+2,228
| +3% | +$52.3K | ﹤0.01% | 1674 |
|
|
2015
Q2 | $1.86M | Sell |
79,256
-916
| -1% | -$23K | ﹤0.01% | 1694 |
|
|
2015
Q1 | $2.09M | Buy |
80,172
+2,287
| +3% | +$54.5K | ﹤0.01% | 1650 |
|
|
2014
Q4 | $1.72M | Sell |
77,885
-3,912
| -5% | -$82.9K | ﹤0.01% | 1710 |
|
|
2014
Q3 | $1.49M | Sell |
81,797
-969
| -1% | -$19.4K | ﹤0.01% | 1710 |
|
|
2014
Q2 | $1.77M | Buy |
82,766
+812
| +1% | +$17.4K | ﹤0.01% | 1711 |
|
|
2014
Q1 | $1.85M | Sell |
81,954
-1,342
| -2% | -$32.8K | ﹤0.01% | 1668 |
|
|
2013
Q4 | $2.03M | Buy |
83,296
+5,203
| +7% | +$123K | ﹤0.01% | 1663 |
|
|
2013
Q3 | $1.86M | Buy |
78,093
+14,554
| +23% | +$312K | ﹤0.01% | 1638 |
|
|
2013
Q2 | $1.27M | Buy |
+63,539
| New | +$1.59M | ﹤0.01% | 1685 |
|
Other funds holding SRDX
SCM
RAM
GF
