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
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Quarterly reported holdings in Surgery Partners by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $263k | 12k | 21.64 |
| 2025-06-30 | $271k | 12k | 22.23 |
| 2025-03-31 | $290k | 12k | 23.75 |
| 2024-12-31 | $247k | 12k | 21.17 |
| 2024-09-30 | $374k | 12k | 32.24 |
| 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 |
More positions owned by Captrust Financial Advisors
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