Segall Bryant & Hamill’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
$3.97M Buy
178,578
+30,145
+20% +$670K 0.06% 342
2025
Q1
$3.53M Sell
148,433
-151,005
-50% -$3.59M 0.05% 360
2024
Q4
$6.34M Sell
299,438
-4,029
-1% -$85.3K 0.09% 297
2024
Q3
$9.78M Sell
303,467
-12,395
-4% -$400K 0.13% 235
2024
Q2
$7.51M Buy
315,862
+8,594
+3% +$204K 0.13% 227
2024
Q1
$9.17M Buy
307,268
+50,797
+20% +$1.52M 0.17% 202
2023
Q4
$8.2M Buy
256,471
+61,468
+32% +$1.97M 0.16% 213
2023
Q3
$5.7M Sell
195,003
-1,257
-0.6% -$36.8K 0.07% 306
2023
Q2
$8.83M Buy
196,260
+908
+0.5% +$40.9K 0.09% 257
2023
Q1
$6.73M Buy
195,352
+2,437
+1% +$84K 0.07% 295
2022
Q4
$5.37M Buy
192,915
+13,381
+7% +$373K 0.06% 310
2022
Q3
$4.2M Buy
179,534
+3,574
+2% +$83.6K 0.05% 339
2022
Q2
$5.09M Buy
175,960
+52,351
+42% +$1.51M 0.06% 309
2022
Q1
$6.8M Buy
123,609
+288
+0.2% +$15.9K 0.07% 267
2021
Q4
$6.59M Buy
+123,321
New +$6.59M 0.06% 272