Zurich Cantonal 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 | $359K | Sell |
16,171
-4,987
| -24% | -$111K | ﹤0.01% | 1859 |
|
|
2025
Q1 | $503K | Sell |
21,158
-2,194
| -9% | -$52.1K | ﹤0.01% | 1596 |
|
|
2024
Q4 | $494K | Buy |
23,352
+4,119
| +21% | +$87.2K | ﹤0.01% | 1635 |
|
|
2024
Q3 | $620K | Buy |
19,233
+3,729
| +24% | +$120K | ﹤0.01% | 1424 |
|
|
2024
Q2 | $369K | Buy |
15,504
+2,703
| +21% | +$64.3K | ﹤0.01% | 1700 |
|
|
2024
Q1 | $382K | Sell |
12,801
-2,579
| -17% | -$76.9K | ﹤0.01% | 1650 |
|
|
2023
Q4 | $492K | Buy |
15,380
+4,874
| +46% | +$156K | ﹤0.01% | 1510 |
|
|
2023
Q3 | $307K | Buy |
10,506
+1,387
| +15% | +$40.6K | ﹤0.01% | 1684 |
|
|
2023
Q2 | $410K | Hold |
9,119
| – | – | ﹤0.01% | 1473 |
|
|
2023
Q1 | $314K | Buy |
9,119
+2,142
| +31% | +$73.8K | ﹤0.01% | 1592 |
|
|
2022
Q4 | $194K | Buy |
6,977
+2,622
| +60% | +$73K | ﹤0.01% | 1839 |
|
|
2022
Q3 | $102K | Hold |
4,355
| – | – | ﹤0.01% | 2211 |
|
|
2022
Q2 | $126K | Hold |
4,355
| – | – | ﹤0.01% | 2088 |
|
|
2022
Q1 | $240K | Hold |
4,355
| – | – | ﹤0.01% | 1775 |
|
|
2021
Q4 | $233K | Buy |
4,355
+898
| +26% | +$48K | ﹤0.01% | 1964 |
|
|
2021
Q3 | $146K | Hold |
3,457
| – | – | ﹤0.01% | 2118 |
|
|
2021
Q2 | $230K | Sell |
3,457
-653
| -16% | -$43.4K | ﹤0.01% | 1719 |
|
|
2021
Q1 | $182K | Hold |
4,110
| – | – | ﹤0.01% | 1839 |
|
|
2020
Q4 | $119K | Buy |
4,110
+1,575
| +62% | +$45.6K | ﹤0.01% | 2141 |
|
|
2020
Q3 | $56K | Hold |
2,535
| – | – | ﹤0.01% | 2222 |
|
|
2020
Q2 | $29K | Hold |
2,535
| – | – | ﹤0.01% | 2373 |
|
|
2020
Q1 | $17K | Hold |
2,535
| – | – | ﹤0.01% | 2384 |
|
|
2019
Q4 | $40K | Sell |
2,535
-1,449
| -36% | -$22.9K | ﹤0.01% | 2257 |
|
|
2019
Q3 | $29K | Hold |
3,984
| – | – | ﹤0.01% | 2321 |
|
|
2019
Q2 | $32K | Hold |
3,984
| – | – | ﹤0.01% | 2295 |
|
|
2019
Q1 | $45K | Sell |
3,984
-1,503
| -27% | -$17K | ﹤0.01% | 2078 |
|
|
2018
Q4 | $54K | Buy |
+5,487
| New | +$54K | ﹤0.01% | 1991 |
|