Ameritas Investment Partners’s Sweetgreen SG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $156K | Hold |
10,479
| – | – | ﹤0.01% | 1460 |
|
|
2025
Q1 | $262K | Hold |
10,479
| – | – | 0.01% | 1110 |
|
|
2024
Q4 | $336K | Buy |
10,479
+473
| +5% | +$15.2K | 0.01% | 1020 |
|
|
2024
Q3 | $355K | Buy |
10,006
+403
| +4% | +$14.3K | 0.01% | 991 |
|
|
2024
Q2 | $289K | Hold |
9,603
| – | – | 0.01% | 1034 |
|
|
2024
Q1 | $243K | Hold |
9,603
| – | – | 0.01% | 1158 |
|
|
2023
Q4 | $109K | Hold |
9,603
| – | – | ﹤0.01% | 1681 |
|
|
2023
Q3 | $113K | Buy |
9,603
+1,621
| +20% | +$19K | ﹤0.01% | 1568 |
|
|
2023
Q2 | $102K | Buy |
7,982
+1,111
| +16% | +$14.2K | ﹤0.01% | 1592 |
|
|
2023
Q1 | $53.9K | Hold |
6,871
| – | – | ﹤0.01% | 1933 |
|
|
2022
Q4 | $66.9K | Hold |
6,871
| – | – | ﹤0.01% | 1864 |
|
|
2022
Q3 | $127K | Buy |
6,871
+5,914
| +618% | +$109K | 0.01% | 1329 |
|
|
2022
Q2 | $11K | Hold |
957
| – | – | ﹤0.01% | 2816 |
|
|
2022
Q1 | $31K | Buy |
+957
| New | +$31K | ﹤0.01% | 2346 |
|