Allworth Financial’s Sweetgreen SG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.3K | Buy |
1,633
+1,438
| +737% | +$21.4K | ﹤0.01% | 2395 |
|
|
2025
Q1 | $3.72K | Buy |
195
+23
| +13% | +$439 | ﹤0.01% | 2914 |
|
|
2024
Q4 | $5.02K | Buy |
172
+167
| +3,340% | +$4.88K | ﹤0.01% | 2757 |
|
|
2024
Q3 | $178 | Sell |
5
-1
| -17% | -$36 | ﹤0.01% | 3618 |
|
|
2024
Q2 | $146 | Buy |
+6
| New | +$146 | ﹤0.01% | 3583 |
|