Boston Financial Management’s Sweetgreen SG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $307K | Buy |
9,568
+6
| +0.1% | +$192 | 0.01% | 283 |
|
|
2024
Q3 | $339K | Sell |
9,562
-12,006
| -56% | -$426K | 0.01% | 273 |
|
|
2024
Q2 | $650K | Buy |
21,568
+6
| +0% | +$181 | 0.02% | 220 |
|
|
2024
Q1 | $545K | Sell |
21,562
-3,500
| -14% | -$88.4K | 0.02% | 238 |
|
|
2023
Q4 | $283K | Sell |
25,062
-1,500
| -6% | -$17K | 0.01% | 286 |
|
|
2023
Q3 | $312K | Hold |
26,562
| – | – | 0.01% | 264 |
|
|
2023
Q2 | $341K | Hold |
26,562
| – | – | 0.01% | 266 |
|
|
2023
Q1 | $208K | Hold |
26,562
| – | – | 0.01% | 300 |
|
|
2022
Q4 | $228K | Buy |
+26,562
| New | +$228K | 0.01% | 299 |
|