Cerity Partners’s Sweetgreen SG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $331K | Buy |
22,271
+110
| +0.5% | +$1.64K | ﹤0.01% | 2096 |
|
|
2025
Q1 | $554K | Sell |
22,161
-995
| -4% | -$24.9K | ﹤0.01% | 1698 |
|
|
2024
Q4 | $745K | Sell |
23,156
-34,102
| -60% | -$1.1M | ﹤0.01% | 1556 |
|
|
2024
Q3 | $2.03M | Buy |
57,258
+1,997
| +4% | +$70.8K | ﹤0.01% | 1082 |
|
|
2024
Q2 | $1.67M | Sell |
55,261
-131
| -0.2% | -$3.95K | ﹤0.01% | 988 |
|
|
2024
Q1 | $1.4M | Buy |
55,392
+357
| +0.6% | +$9.02K | ﹤0.01% | 1125 |
|
|
2023
Q4 | $622K | Buy |
55,035
+102
| +0.2% | +$1.15K | ﹤0.01% | 1180 |
|
|
2023
Q3 | $645K | Sell |
54,933
-100
| -0.2% | -$1.18K | ﹤0.01% | 877 |
|
|
2023
Q2 | $705K | Buy |
55,033
+43,874
| +393% | +$562K | ﹤0.01% | 1047 |
|
|
2023
Q1 | $87.7K | Sell |
11,159
-1
| -0% | -$8 | ﹤0.01% | 1778 |
|
|
2022
Q4 | $96.3K | Buy |
+11,160
| New | +$96.3K | ﹤0.01% | 1410 |
|