Cetera Investment Advisers’s Sweetgreen SG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $748K | Sell |
50,268
-20,982
| -29% | -$312K | ﹤0.01% | 2646 |
|
|
2025
Q1 | $1.78M | Buy |
71,250
+6,813
| +11% | +$170K | ﹤0.01% | 1829 |
|
|
2024
Q4 | $2.07M | Sell |
64,437
-11,919
| -16% | -$382K | ﹤0.01% | 1629 |
|
|
2024
Q3 | $2.71M | Buy |
76,356
+21,002
| +38% | +$745K | 0.01% | 1393 |
|
|
2024
Q2 | $1.67M | Buy |
55,354
+21,203
| +62% | +$639K | ﹤0.01% | 1707 |
|
|
2024
Q1 | $863K | Buy |
+34,151
| New | +$863K | ﹤0.01% | 2192 |
|