CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Sweetgreen SG Stock Holding History

CAPTRUST Financial Advisors’s Portfolio SG Stock Details SG Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
2025
Q2 		$405K Buy
2025
Q1 		$357K Buy
2024
Q4 		$228K Buy
2024
Q3 		– Sell
2024
Q2 		$5.02M Buy
2022
Q3 		– Sell
2022
Q2 		$43K Buy
2022
Q1 		$24K Buy