Cary Street Partners Investment Advisory’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 |
-39
| Closed | -$975 | – | 609 |
|
|
2025
Q1 | $975 | Buy |
39
+28
| +255% | +$700 | ﹤0.01% | 557 |
|
|
2024
Q4 | $353 | Sell |
11
-38,450
| -100% | -$1.23M | ﹤0.01% | 506 |
|
|
2024
Q3 | $1.36M | Buy |
38,461
+4,261
| +12% | +$151K | 0.05% | 323 |
|
|
2024
Q2 | $1.03M | Buy |
34,200
+4,000
| +13% | +$121K | 0.04% | 338 |
|
|
2024
Q1 | $763K | Buy |
+30,200
| New | +$763K | 0.03% | 377 |
|