Allen Investment Management’s Sweetgreen SG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-9,364
Closed -$234K 204
2025
Q1
$234K Hold
9,364
﹤0.01% 190
2024
Q4
$300K Buy
9,364
+2,378
+34% +$76.2K ﹤0.01% 185
2024
Q3
$248K Hold
6,986
﹤0.01% 204
2024
Q2
$211K Buy
+6,986
New +$211K ﹤0.01% 212