AE Wealth Management’s Sprouts Farmers Market SFM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $666K | Sell |
4,045
-291
| -7% | -$47.9K | ﹤0.01% | 831 |
|
|
2025
Q1 | $662K | Sell |
4,336
-1,423
| -25% | -$217K | 0.01% | 830 |
|
|
2024
Q4 | $732K | Buy |
5,759
+1,317
| +30% | +$167K | 0.01% | 781 |
|
|
2024
Q3 | $490K | Buy |
+4,442
| New | +$490K | ﹤0.01% | 892 |
|
|
2020
Q4 | – | Sell |
-29,582
| Closed | -$619K | – | 1399 |
|
|
2020
Q3 | $619K | Buy |
+29,582
| New | +$619K | 0.01% | 798 |
|
|
2020
Q2 | – | Sell |
-20,001
| Closed | -$372K | – | 1317 |
|
|
2020
Q1 | $372K | Buy |
+20,001
| New | +$372K | 0.01% | 790 |
|
|
2019
Q4 | – | Sell |
-24,526
| Closed | -$474K | – | 1159 |
|
|
2019
Q3 | $474K | Sell |
24,526
-3,701
| -13% | -$71.5K | 0.01% | 629 |
|
|
2019
Q2 | $533K | Buy |
28,227
+3,183
| +13% | +$60.1K | 0.02% | 565 |
|
|
2019
Q1 | $539K | Hold |
25,044
| – | – | 0.04% | 326 |
|
|
2018
Q4 | $589K | Sell |
25,044
-4,642
| -16% | -$109K | 0.1% | 221 |
|
|
2018
Q3 | $814K | Sell |
29,686
-7,138
| -19% | -$196K | 0.04% | 252 |
|
|
2018
Q2 | $813K | Buy |
36,824
+1,128
| +3% | +$24.9K | 0.06% | 193 |
|
|
2018
Q1 | $838K | Sell |
35,696
-15,964
| -31% | -$375K | 0.06% | 195 |
|
|
2017
Q4 | $1.26M | Buy |
51,660
+3,238
| +7% | +$78.9K | 0.11% | 125 |
|
|
2017
Q3 | $909K | Sell |
48,422
-5,354
| -10% | -$101K | 0.08% | 162 |
|
|
2017
Q2 | $1.22M | Buy |
53,776
+20,610
| +62% | +$467K | 0.15% | 121 |
|
|
2017
Q1 | $767K | Buy |
33,166
+12,917
| +64% | +$299K | 0.14% | 136 |
|
|
2016
Q4 | $383K | Buy |
+20,249
| New | +$383K | 0.16% | 135 |
|