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Rothschild Investment LLC’s Surgery Partners SGRY Stock Holding History

Rothschild Investment LLC’s Portfolio SGRY Stock Details SGRY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$298 Hold
25
– – ﹤0.01% 3232
2025
Q4 		$386 Sell
25
-110
-81% -$2.02K ﹤0.01% 2991
2025
Q3 		$2.92K Sell
135
-20
-13% -$446 ﹤0.01% 1993
2025
Q2 		$3.45K Buy
155
+25
+19% +$556 ﹤0.01% 1696
2025
Q1 		$3.09K Buy
130
+85
+189% +$2.01K ﹤0.01% 1659
2024
Q4 		$953 Sell
45
-35
-44% -$918 ﹤0.01% 2241
2024
Q3 		$2.58K Buy
80
+55
+220% +$1.62K ﹤0.01% 1597
2024
Q2 		$595 Buy
25
+15
+150% +$385 ﹤0.01% 1905
2024
Q1 		$298 Buy
+10
New +$313 ﹤0.01% 1560

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VPM
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VCM
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