Zacks Investment Management’s Surgery Partners SGRY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,095
| Closed | -$325K | – | 762 |
|
|
2024
Q3 | $325K | Sell |
10,095
-1,660
| -14% | -$53.5K | ﹤0.01% | 543 |
|
|
2024
Q2 | $280K | Sell |
11,755
-1,302
| -10% | -$31K | ﹤0.01% | 518 |
|
|
2024
Q1 | $389K | Buy |
13,057
+3,055
| +31% | +$91.1K | ﹤0.01% | 507 |
|
|
2023
Q4 | $320K | Sell |
10,002
-4,186
| -30% | -$134K | ﹤0.01% | 517 |
|
|
2023
Q3 | $415K | Hold |
14,188
| – | – | 0.01% | 472 |
|
|
2023
Q2 | $638K | Hold |
14,188
| – | – | 0.01% | 430 |
|
|
2023
Q1 | $489K | Buy |
14,188
+20
| +0.1% | +$689 | 0.01% | 454 |
|
|
2022
Q4 | $395K | Sell |
14,168
-1,970
| -12% | -$54.9K | 0.01% | 467 |
|
|
2022
Q3 | $378K | Sell |
16,138
-814
| -5% | -$19.1K | 0.01% | 457 |
|
|
2022
Q2 | $490K | Sell |
16,952
-1,513
| -8% | -$43.7K | 0.01% | 435 |
|
|
2022
Q1 | $1.02M | Buy |
18,465
+15
| +0.1% | +$826 | 0.01% | 365 |
|
|
2021
Q4 | $985K | Buy |
+18,450
| New | +$985K | 0.01% | 378 |
|