Truist Financial’s Surgery Partners SGRY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,807
| Closed | -$200K | – | 2649 |
|
|
2023
Q1 | $200K | Sell |
5,807
-2,009
| -26% | -$69.3K | ﹤0.01% | 2417 |
|
|
2022
Q4 | $218K | Buy |
+7,816
| New | +$218K | ﹤0.01% | 2372 |
|
|
2022
Q3 | – | Sell |
-8,830
| Closed | -$255K | – | 2647 |
|
|
2022
Q2 | $255K | Sell |
8,830
-17,247
| -66% | -$498K | ﹤0.01% | 2304 |
|
|
2022
Q1 | $1.44M | Sell |
26,077
-982
| -4% | -$54.1K | ﹤0.01% | 1441 |
|
|
2021
Q4 | $1.45M | Sell |
27,059
-75
| -0.3% | -$4.01K | ﹤0.01% | 1438 |
|
|
2021
Q3 | $1.15M | Sell |
27,134
-12,053
| -31% | -$510K | ﹤0.01% | 1513 |
|
|
2021
Q2 | $2.61M | Sell |
39,187
-36,531
| -48% | -$2.43M | ﹤0.01% | 1149 |
|
|
2021
Q1 | $3.35M | Sell |
75,718
-6,238
| -8% | -$276K | 0.01% | 1004 |
|
|
2020
Q4 | $2.38M | Sell |
81,956
-1,000
| -1% | -$29K | ﹤0.01% | 1093 |
|
|
2020
Q3 | $1.82M | Buy |
82,956
+20,912
| +34% | +$458K | ﹤0.01% | 1103 |
|
|
2020
Q2 | $718K | Buy |
62,044
+32,044
| +107% | +$371K | ﹤0.01% | 1427 |
|
|
2020
Q1 | $196K | Hold |
30,000
| – | – | ﹤0.01% | 2097 |
|
|
2019
Q4 | $470K | Buy |
+30,000
| New | +$470K | ﹤0.01% | 1886 |
|