US Bancorp’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 | $5.55K | Buy |
466
+376
| +418% | +$5.4K | ﹤0.01% | 3542 |
|
|
2025
Q4 | $1.39K | Sell |
90
-177
| -66% | -$3.25K | ﹤0.01% | 3811 |
|
|
2025
Q3 | $5.78K | Sell |
267
-246
| -48% | -$5.49K | ﹤0.01% | 3494 |
|
|
2025
Q2 | $11.4K | Sell |
513
-324
| -39% | -$7.2K | ﹤0.01% | 3384 |
|
|
2025
Q1 | $19.9K | Buy |
837
+334
| +66% | +$7.91K | ﹤0.01% | 3174 |
|
|
2024
Q4 | $10.6K | Sell |
503
-2,175
| -81% | -$57.1K | ﹤0.01% | 3389 |
|
|
2024
Q3 | $86.3K | Sell |
2,678
-506
| -16% | -$14.9K | ﹤0.01% | 2461 |
|
|
2024
Q2 | $75.7K | Buy |
3,184
+1,876
| +143% | +$48.1K | ﹤0.01% | 2470 |
|
|
2024
Q1 | $39K | Sell |
1,308
-1,878
| -59% | -$58.8K | ﹤0.01% | 2820 |
|
|
2023
Q4 | $102K | Buy |
3,186
+115
| +4% | +$3.34K | ﹤0.01% | 2349 |
|
|
2023
Q3 | $89.8K | Buy |
3,071
+592
| +24% | +$21.3K | ﹤0.01% | 2198 |
|
|
2023
Q2 | $112K | Sell |
2,479
-15
| -0.6% | -$572 | ﹤0.01% | 2139 |
|
|
2023
Q1 | $86K | Buy |
2,494
+1,724
| +224% | +$56K | ﹤0.01% | 2265 |
|
|
2022
Q4 | $21.5K | Buy |
770
+556
| +260% | +$14.7K | ﹤0.01% | 2958 |
|
|
2022
Q3 | $5K | Hold |
214
| – | – | ﹤0.01% | 3618 |
|
|
2022
Q2 | $6K | Sell |
214
-44
| -17% | -$1.92K | ﹤0.01% | 3542 |
|
|
2022
Q1 | $14K | Hold |
258
| – | – | ﹤0.01% | 3259 |
|
|
2021
Q4 | $13K | Hold |
258
| – | – | ﹤0.01% | 3331 |
|
|
2021
Q3 | $11K | Hold |
258
| – | – | ﹤0.01% | 3405 |
|
|
2021
Q2 | $17K | Hold |
258
| – | – | ﹤0.01% | 3225 |
|
|
2021
Q1 | $11K | Hold |
258
| – | – | ﹤0.01% | 3252 |
|
|
2020
Q4 | $7K | Buy |
+258
| New | +$6.42K | ﹤0.01% | 3317 |
|
|
2020
Q2 | – | Sell |
-557
| Closed | -$4K | – | 3857 |
|
|
2020
Q1 | $4K | Hold |
557
| – | – | ﹤0.01% | 3332 |
|
|
2019
Q4 | $9K | Hold |
557
| – | – | ﹤0.01% | 3147 |
|
|
2019
Q3 | $4K | Sell |
557
-11,004
| -95% | -$78.8K | ﹤0.01% | 3298 |
|
|
2019
Q2 | $94K | Buy |
11,561
+1,327
| +13% | +$13.2K | ﹤0.01% | 2250 |
|
|
2019
Q1 | $115K | Buy |
10,234
+443
| +5% | +$5.58K | ﹤0.01% | 2123 |
|
|
2018
Q4 | $96K | Buy |
9,791
+1,664
| +20% | +$22.3K | ﹤0.01% | 2143 |
|
|
2018
Q3 | $134K | Buy |
8,127
+799
| +11% | +$12.7K | ﹤0.01% | 2079 |
|
|
2018
Q2 | $109K | Buy |
7,328
+3,179
| +77% | +$53.3K | ﹤0.01% | 2196 |
|
|
2018
Q1 | $71K | Buy |
4,149
+173
| +4% | +$2.69K | ﹤0.01% | 2413 |
|
|
2017
Q4 | $48K | Buy |
3,976
+1,116
| +39% | +$10.7K | ﹤0.01% | 2621 |
|
|
2017
Q3 | $30K | Buy |
2,860
+123
| +4% | +$1.76K | ﹤0.01% | 2764 |
|
|
2017
Q2 | $62K | Buy |
+2,737
| New | +$56.3K | ﹤0.01% | 2437 |
|
|
2017
Q1 | – | Sell |
-1,567
| Closed | -$25K | – | 3624 |
|
|
2016
Q4 | $25K | Sell |
1,567
-5
| -0.3% | -$83 | ﹤0.01% | 2751 |
|
|
2016
Q3 | $32K | Buy |
1,572
+432
| +38% | +$7.93K | ﹤0.01% | 2655 |
|
|
2016
Q2 | $20K | Buy |
+1,140
| New | +$17K | ﹤0.01% | 2802 |
|
|
2016
Q1 | – | Sell |
-29
| Closed | -$1K | – | 3640 |
|
|
2015
Q4 | $1K | Buy |
+29
| New | +$554 | ﹤0.01% | 3535 |
|
Other funds holding SGRY
BCI
PCM
KSCM
VPM
VCM