Caption Management’s Sweetgreen SG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $446K | Buy |
+30,000
| New | +$446K | ﹤0.01% | 343 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 812 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 773 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 854 |
|
|
2022
Q2 | – | Sell |
-1,700
| Closed | -$55K | – | 861 |
|
|
2022
Q1 | $55K | Buy |
+1,700
| New | +$55K | ﹤0.01% | 462 |
|