WesBanco Bank’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 | $2.67M | Buy |
120,000
+80,637
| +205% | +$1.79M | 0.08% | 193 |
|
|
2025
Q1 | $935K | Hold |
39,363
| – | – | 0.03% | 323 |
|
|
2024
Q4 | $833K | Hold |
39,363
| – | – | 0.03% | 346 |
|
|
2024
Q3 | $1.27M | Hold |
39,363
| – | – | 0.04% | 283 |
|
|
2024
Q2 | $936K | Buy |
39,363
+13,700
| +53% | +$326K | 0.04% | 315 |
|
|
2024
Q1 | $766K | Buy |
+25,663
| New | +$766K | 0.03% | 344 |
|
|
2023
Q4 | – | Sell |
-25,663
| Closed | -$751K | – | 522 |
|
|
2023
Q3 | $751K | Hold |
25,663
| – | – | 0.03% | 332 |
|
|
2023
Q2 | $1.16M | Buy |
25,663
+9,008
| +54% | +$405K | 0.05% | 250 |
|
|
2023
Q1 | $574K | Hold |
16,655
| – | – | 0.02% | 387 |
|
|
2022
Q4 | $464K | Buy |
+16,655
| New | +$464K | 0.02% | 415 |
|
|
2022
Q3 | – | Sell |
-29,607
| Closed | -$856K | – | 502 |
|
|
2022
Q2 | $856K | Hold |
29,607
| – | – | 0.04% | 291 |
|
|
2022
Q1 | $1.63M | Hold |
29,607
| – | – | 0.06% | 218 |
|
|
2021
Q4 | $1.58M | Hold |
29,607
| – | – | 0.06% | 228 |
|
|
2021
Q3 | $1.25M | Buy |
+29,607
| New | +$1.25M | 0.05% | 258 |
|