Simplex Trading’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 | $321K | Buy |
+14,458
| New | +$321K | ﹤0.01% | 755 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 3831 |
|
|
2024
Q4 | – | Sell |
-5,002
| Closed | -$161K | – | 3858 |
|
|
2024
Q3 | $161K | Buy |
+5,002
| New | +$161K | ﹤0.01% | 954 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 3836 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 3821 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 3863 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 3807 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 3860 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 3883 |
|
|
2022
Q4 | – | Sell |
-2,152
| Closed | -$50K | – | 3975 |
|
|
2022
Q3 | $50K | Buy |
+2,152
| New | +$50K | ﹤0.01% | 1424 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 4043 |
|
|
2022
Q1 | – | Sell |
-50
| Closed | -$2K | – | 4110 |
|
|
2021
Q4 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 2781 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3663 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3793 |
|
|
2021
Q1 | – | Sell |
-326
| Closed | -$9K | – | 3571 |
|
|
2020
Q4 | $9K | Buy |
+326
| New | +$9K | ﹤0.01% | 1971 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3072 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 2979 |
|
|
2020
Q1 | – | Sell |
-1,281
| Closed | -$20K | – | 2950 |
|
|
2019
Q4 | $20K | Buy |
+1,281
| New | +$20K | ﹤0.01% | 1480 |
|
|
2019
Q3 | – | Sell |
-4,283
| Closed | -$34K | – | 2813 |
|
|
2019
Q2 | $34K | Buy |
+4,283
| New | +$34K | ﹤0.01% | 1163 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 2781 |
|
|
2018
Q4 | – | Sell |
-6,223
| Closed | -$102K | – | 2796 |
|
|
2018
Q3 | $102K | Buy |
6,223
+1,532
| +33% | +$25.1K | ﹤0.01% | 1029 |
|
|
2018
Q2 | $69K | Buy |
+4,691
| New | +$69K | ﹤0.01% | 1148 |
|
|
2018
Q1 | – | Sell |
-2,082
| Closed | -$25K | – | 2738 |
|
|
2017
Q4 | $25K | Buy |
2,082
+1,648
| +380% | +$19.8K | ﹤0.01% | 1389 |
|
|
2017
Q3 | $4K | Buy |
+434
| New | +$4K | ﹤0.01% | 1564 |
|
|
2016
Q4 | – | Sell |
-101
| Closed | -$2K | – | 2603 |
|
|
2016
Q3 | $2K | Buy |
101
+1
| +1% | +$20 | ﹤0.01% | 1482 |
|
|
2016
Q2 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 1598 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 2494 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 2530 |
|