Principal Securities’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 | $18.9K | Buy |
851
+20
| +2% | +$445 | ﹤0.01% | 2345 |
|
|
2025
Q1 | $17.6K | Hold |
831
| – | – | ﹤0.01% | 2274 |
|
|
2024
Q4 | $17.6K | Buy |
831
+464
| +126% | +$9.82K | ﹤0.01% | 2271 |
|
|
2024
Q3 | $11.8K | Buy |
367
+110
| +43% | +$3.55K | ﹤0.01% | 2360 |
|
|
2024
Q2 | $6.11K | Buy |
257
+126
| +96% | +$3K | ﹤0.01% | 2573 |
|
|
2024
Q1 | $3.91K | Buy |
+131
| New | +$3.91K | ﹤0.01% | 2682 |
|