Rothschild Investment LLC’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 | $3.45K | Buy |
155
+25
| +19% | +$556 | ﹤0.01% | 1695 |
|
|
2025
Q1 | $3.09K | Buy |
130
+85
| +189% | +$2.02K | ﹤0.01% | 1659 |
|
|
2024
Q4 | $953 | Sell |
45
-35
| -44% | -$741 | ﹤0.01% | 2241 |
|
|
2024
Q3 | $2.58K | Buy |
80
+55
| +220% | +$1.77K | ﹤0.01% | 1597 |
|
|
2024
Q2 | $595 | Buy |
25
+15
| +150% | +$357 | ﹤0.01% | 1905 |
|
|
2024
Q1 | $298 | Buy |
+10
| New | +$298 | ﹤0.01% | 1560 |
|