Avantax Planning Partners’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
Q1 | – | Sell |
-2,530
| Closed | -$321K | – | 453 |
|
|
2024
Q4 | $321K | Hold |
2,530
| – | – | 0.01% | 325 |
|
|
2024
Q3 | $279K | Hold |
2,530
| – | – | 0.01% | 347 |
|
|
2024
Q2 | $212K | Buy |
+2,530
| New | +$212K | 0.01% | 436 |
|
|
2018
Q4 | – | Sell |
-1,000
| Closed | -$27K | – | 1027 |
|
|
2018
Q3 | $27K | Buy |
+1,000
| New | +$27K | ﹤0.01% | 632 |
|
|
2018
Q2 | – | Sell |
-1,021
| Closed | -$24K | – | 1252 |
|
|
2018
Q1 | $24K | Buy |
+1,021
| New | +$24K | ﹤0.01% | 713 |
|