Bell Investment Advisors’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 |
-20
| Closed | -$501 | – | 1962 |
|
|
2025
Q1 | $501 | Buy |
+20
| New | +$501 | ﹤0.01% | 1748 |
|
|
2023
Q4 | – | Sell |
-130
| Closed | -$1.53K | – | 1986 |
|
|
2023
Q3 | $1.53K | Hold |
130
| – | – | ﹤0.01% | 1401 |
|
|
2023
Q2 | $1.67K | Hold |
130
| – | – | ﹤0.01% | 1386 |
|
|
2023
Q1 | $1.02K | Hold |
130
| – | – | ﹤0.01% | 1566 |
|
|
2022
Q4 | $1.11K | Sell |
130
-32
| -20% | -$274 | ﹤0.01% | 1526 |
|
|
2022
Q3 | $3K | Buy |
+162
| New | +$3K | ﹤0.01% | 973 |
|