Wells Fargo’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 | $1.21M | Buy |
54,278
+3,371
| +7% | +$74.9K | ﹤0.01% | 3253 |
|
|
2025
Q1 | $1.21M | Sell |
50,907
-6,024
| -11% | -$143K | ﹤0.01% | 3144 |
|
|
2024
Q4 | $1.21M | Buy |
56,931
+783
| +1% | +$16.6K | ﹤0.01% | 3147 |
|
|
2024
Q3 | $1.81M | Buy |
56,148
+2,395
| +4% | +$77.2K | ﹤0.01% | 2816 |
|
|
2024
Q2 | $1.28M | Buy |
53,753
+15,629
| +41% | +$372K | ﹤0.01% | 3024 |
|
|
2024
Q1 | $1.14M | Buy |
38,124
+5,126
| +16% | +$153K | ﹤0.01% | 3063 |
|
|
2023
Q4 | $1.06M | Buy |
32,998
+4,442
| +16% | +$142K | ﹤0.01% | 3078 |
|
|
2023
Q3 | $835K | Sell |
28,556
-5,882
| -17% | -$172K | ﹤0.01% | 3196 |
|
|
2023
Q2 | $1.55M | Buy |
34,438
+19,868
| +136% | +$894K | ﹤0.01% | 2954 |
|
|
2023
Q1 | $502K | Buy |
14,570
+10,453
| +254% | +$360K | ﹤0.01% | 3602 |
|
|
2022
Q4 | $115K | Sell |
4,117
-661
| -14% | -$18.4K | ﹤0.01% | 4181 |
|
|
2022
Q3 | $112K | Sell |
4,778
-686
| -13% | -$16.1K | ﹤0.01% | 4257 |
|
|
2022
Q2 | $157K | Sell |
5,464
-12,150
| -69% | -$349K | ﹤0.01% | 4158 |
|
|
2022
Q1 | $969K | Sell |
17,614
-28,831
| -62% | -$1.59M | ﹤0.01% | 3691 |
|
|
2021
Q4 | $2.48M | Buy |
46,445
+15,734
| +51% | +$840K | ﹤0.01% | 3078 |
|
|
2021
Q3 | $1.3M | Sell |
30,711
-26,481
| -46% | -$1.12M | ﹤0.01% | 3817 |
|
|
2021
Q2 | $3.81M | Buy |
57,192
+15,536
| +37% | +$1.04M | ﹤0.01% | 2979 |
|
|
2021
Q1 | $1.84M | Sell |
41,656
-60,332
| -59% | -$2.67M | ﹤0.01% | 3548 |
|
|
2020
Q4 | $2.96M | Buy |
101,988
+5,040
| +5% | +$146K | ﹤0.01% | 3167 |
|
|
2020
Q3 | $2.12M | Buy |
96,948
+69,873
| +258% | +$1.53M | ﹤0.01% | 3214 |
|
|
2020
Q2 | $313K | Buy |
27,075
+10,673
| +65% | +$123K | ﹤0.01% | 4504 |
|
|
2020
Q1 | $107K | Sell |
16,402
-1,101
| -6% | -$7.18K | ﹤0.01% | 4831 |
|
|
2019
Q4 | $274K | Sell |
17,503
-132
| -0.7% | -$2.07K | ﹤0.01% | 4640 |
|
|
2019
Q3 | $130K | Buy |
17,635
+885
| +5% | +$6.52K | ﹤0.01% | 4981 |
|
|
2019
Q2 | $136K | Sell |
16,750
-14,474
| -46% | -$118K | ﹤0.01% | 4960 |
|
|
2019
Q1 | $352K | Buy |
31,224
+1,121
| +4% | +$12.6K | ﹤0.01% | 4472 |
|
|
2018
Q4 | $294K | Sell |
30,103
-38
| -0.1% | -$371 | ﹤0.01% | 4522 |
|
|
2018
Q3 | $497K | Buy |
30,141
+3,212
| +12% | +$53K | ﹤0.01% | 4337 |
|
|
2018
Q2 | $401K | Sell |
26,929
-1,175
| -4% | -$17.5K | ﹤0.01% | 4502 |
|
|
2018
Q1 | $482K | Sell |
28,104
-903
| -3% | -$15.5K | ﹤0.01% | 4303 |
|
|
2017
Q4 | $351K | Buy |
29,007
+3,211
| +12% | +$38.9K | ﹤0.01% | 4514 |
|
|
2017
Q3 | $266K | Sell |
25,796
-473,916
| -95% | -$4.89M | ﹤0.01% | 4605 |
|
|
2017
Q2 | $11.4M | Buy |
499,712
+102,258
| +26% | +$2.33M | ﹤0.01% | 1803 |
|
|
2017
Q1 | $7.75M | Buy |
397,454
+82,871
| +26% | +$1.62M | ﹤0.01% | 2073 |
|
|
2016
Q4 | $4.99M | Buy |
314,583
+308,120
| +4,767% | +$4.88M | ﹤0.01% | 2388 |
|
|
2016
Q3 | $131K | Sell |
6,463
-972,830
| -99% | -$19.7M | ﹤0.01% | 4556 |
|
|
2016
Q2 | $17.5M | Buy |
979,293
+168,914
| +21% | +$3.02M | 0.01% | 1413 |
|
|
2016
Q1 | $10.7M | Buy |
810,379
+125,934
| +18% | +$1.67M | ﹤0.01% | 1738 |
|
|
2015
Q4 | $14M | Buy |
+684,445
| New | +$14M | 0.01% | 1553 |
|