Salem Investment Counselors’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 |
-62,155
| Closed | -$1.86M | – | 1043 |
|
|
2025
Q3 | $1.86M | Sell |
62,155
-52,795
| -46% | -$1.76M | 0.05% | 163 |
|
|
2025
Q2 | $3.42M | Hold |
114,950
| – | – | 0.11% | 114 |
|
|
2025
Q1 | $3.51M | Buy |
114,950
+1,200
| +1% | +$40.4K | 0.12% | 105 |
|
|
2024
Q4 | $4.5M | Sell |
113,750
-2,200
| -2% | -$85.6K | 0.15% | 93 |
|
|
2024
Q3 | $4.5M | Sell |
115,950
-4,700
| -4% | -$190K | 0.14% | 96 |
|
|
2024
Q2 | $5.07M | Sell |
120,650
-350
| -0.3% | -$11.9K | 0.16% | 85 |
|
|
2024
Q1 | $3.55M | Sell |
121,000
-8,940
| -7% | -$285K | 0.12% | 110 |
|
|
2023
Q4 | $4.72M | Buy |
129,940
+1,700
| +1% | +$55.7K | 0.16% | 86 |
|
|
2023
Q3 | $4.12M | Sell |
128,240
-1,750
| -1% | -$59.5K | 0.16% | 91 |
|
|
2023
Q2 | $4.07M | Buy |
129,990
+1,515
| +1% | +$34.6K | 0.15% | 97 |
|
|
2023
Q1 | $2.93M | Buy |
+128,475
| New | +$3.31M | 0.12% | 107 |
|