Simplex Trading’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 | $33.4K | Sell |
2,798
-26,559
| -90% | -$381K | ﹤0.01% | 6281 |
|
|
2025
Q4 | $454K | Buy |
+29,357
| New | +$540K | 0.01% | 3396 |
|
|
2025
Q3 | – | Sell |
-14,458
| Closed | -$323K | – | 10826 |
|
|
2025
Q2 | $321K | Buy |
+14,458
| New | +$321K | 0.01% | 3994 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 10363 |
|
|
2024
Q4 | – | Sell |
-5,002
| Closed | -$131K | – | 10389 |
|
|
2024
Q3 | $161K | Buy |
+5,002
| New | +$148K | 0.01% | 4737 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 10573 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 10627 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 10630 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 10620 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 10820 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 10948 |
|
|
2022
Q4 | – | Sell |
-2,152
| Closed | -$57K | – | 11148 |
|
|
2022
Q3 | $50K | Buy |
+2,152
| New | +$68.7K | ﹤0.01% | 6460 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 11750 |
|
|
2022
Q1 | – | Sell |
-50
| Closed | -$2.47K | – | 11941 |
|
|
2021
Q4 | $2K | Buy |
+50
| New | +$2.32K | ﹤0.01% | 10051 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 10744 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 11165 |
|
|
2021
Q1 | – | Sell |
-326
| Closed | -$12.1K | – | 10405 |
|
|
2020
Q4 | $9K | Buy |
+326
| New | +$8.11K | ﹤0.01% | 7480 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 9001 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 8796 |
|
|
2020
Q1 | – | Sell |
-1,281
| Closed | -$18.3K | – | 8674 |
|
|
2019
Q4 | $20K | Buy |
+1,281
| New | +$14.5K | ﹤0.01% | 5956 |
|
|
2019
Q3 | – | Sell |
-4,283
| Closed | -$30.7K | – | 8422 |
|
|
2019
Q2 | $34K | Buy |
+4,283
| New | +$42.7K | ﹤0.01% | 5185 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 8287 |
|
|
2018
Q4 | – | Sell |
-6,223
| Closed | -$83.5K | – | 8187 |
|
|
2018
Q3 | $102K | Buy |
6,223
+1,532
| +33% | +$24.4K | 0.01% | 4411 |
|
|
2018
Q2 | $69K | Buy |
+4,691
| New | +$78.6K | ﹤0.01% | 4714 |
|
|
2018
Q1 | – | Sell |
-2,082
| Closed | -$25K | – | 7204 |
|
|
2017
Q4 | $25K | Buy |
2,082
+1,648
| +380% | +$15.8K | ﹤0.01% | 3099 |
|
|
2017
Q3 | $4K | Buy |
+434
| New | +$6.21K | ﹤0.01% | 4602 |
|
|
2016
Q4 | – | Sell |
-101
| Closed | -$2K | – | 7029 |
|
|
2016
Q3 | $2K | Buy |
101
+1
| +1% | +$18 | ﹤0.01% | 5035 |
|
|
2016
Q2 | $1K | Buy |
+100
| New | +$1.49K | ﹤0.01% | 5428 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 6645 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 6479 |
|
Other funds holding SGRY
BCI
PCM
KSCM
VPM
VCM