Rothschild Investment LLC’s Surmodics SRDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-5
| Closed | -$149 | – | 3495 |
|
|
2025
Q3 | $149 | Hold |
5
| – | – | ﹤0.01% | 3034 |
|
|
2025
Q2 | $149 | Sell |
5
-10
| -67% | -$288 | ﹤0.01% | 2959 |
|
|
2025
Q1 | $458 | Hold |
15
| – | – | ﹤0.01% | 2644 |
|
|
2024
Q4 | $594 | Buy |
15
+5
| +50% | +$194 | ﹤0.01% | 2465 |
|
|
2024
Q3 | $388 | Buy |
10
+5
| +100% | +$202 | ﹤0.01% | 2544 |
|
|
2024
Q2 | $210 | Buy |
+5
| New | +$171 | ﹤0.01% | 2471 |
|