Russell Investments Group’s Surgery Partners SGRY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$70.5K	Sell	5,917 -209	-3%	-$3K	﹤0.01%	3197
2025 Q4	$94.6K	Sell	6,126 -15,708	-72%	-$289K	﹤0.01%	3061
2025 Q3	$472K	Buy	21,834 +6,423	+42%	+$143K	﹤0.01%	2497
2025 Q2	$343K	Sell	15,411 -5,846	-28%	-$130K	﹤0.01%	2482
2025 Q1	$505K	Buy	21,257 +15,024	+241%	+$356K	﹤0.01%	2291
2024 Q4	$132K	Sell	6,233 -11,778	-65%	-$309K	﹤0.01%	2632
2024 Q3	$581K	Sell	18,011 -3,619	-17%	-$107K	﹤0.01%	2232
2024 Q2	$515K	Sell	21,630 -3,279	-13%	-$84.1K	﹤0.01%	2186
2024 Q1	$743K	Buy	24,909 +24,868	+60,654%	+$778K	﹤0.01%	2082
2023 Q4	$1.31K	Buy	+41	New	+$1.19K	﹤0.01%	3043
2022 Q2	–	Sell	-103,833	Closed	-$5.71M	–	2958
2022 Q1	$5.71M	Buy	+103,833	New	+$5.14M	0.01%	1088
2021 Q4	–	Sell	-41,134	Closed	-$1.74M	–	3094
2021 Q3	$1.74M	Buy	41,134 +4,190	+11%	+$214K	﹤0.01%	1912
2021 Q2	$2.46M	Sell	36,944 -31,545	-46%	-$1.71M	﹤0.01%	1783
2021 Q1	$3.03M	Buy	68,489 +20,451	+43%	+$759K	0.01%	1635
2020 Q4	$1.39M	Buy	+48,038	New	+$1.2M	﹤0.01%	1950
2017 Q3	–	Sell	-11,915	Closed	-$271K	–	2996
2017 Q2	$271K	Buy	11,915 +8,089	+211%	+$166K	﹤0.01%	2621
2017 Q1	$75K	Buy	+3,826	New	+$74.4K	﹤0.01%	2853