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Surgery Partners shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of Surgery Partners (SGRY) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in Surgery Partners

Tip: Access up to 7 years of quarterly data

All positions including Surgery Partners held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Surgery Partners by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $276k 12k 23.79
2024-03-31 $347k 12k 29.83
2023-12-31 $378k 12k 31.99
2023-09-30 $355k 12k 29.25
2023-06-30 $366k 8.1k 44.99
2023-03-31 $278k 8.1k 34.47
2022-06-30 $5.0k 158 31.65
2022-03-31 $8.0k 139 57.55
2021-12-31 $10k 186 53.76
2021-09-30 $1.0k 15 66.67
2021-06-30 $1.0k 15 66.67
2021-03-31 $6.0k 145 41.38