CAPTRUST Financial 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 | $405K | Buy |
27,226
+12,946
| +91% | +$193K | ﹤0.01% | 1865 |
|
|
2025
Q1 | $357K | Buy |
14,280
+7,180
| +101% | +$180K | ﹤0.01% | 1845 |
|
|
2024
Q4 | $228K | Buy |
+7,100
| New | +$228K | ﹤0.01% | 2079 |
|
|
2024
Q3 | – | Sell |
-166,577
| Closed | -$5.02M | – | 2349 |
|
|
2024
Q2 | $5.02M | Buy |
+166,577
| New | +$5.02M | 0.02% | 508 |
|
|
2022
Q3 | – | Sell |
-3,722
| Closed | -$43K | – | 3707 |
|
|
2022
Q2 | $43K | Buy |
3,722
+2,974
| +398% | +$34.4K | ﹤0.01% | 2869 |
|
|
2022
Q1 | $24K | Buy |
+748
| New | +$24K | ﹤0.01% | 3290 |
|