Clearstead Advisors’s CAVA Group CAVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $90.3K | Buy |
1,073
+65
| +6% | +$5.47K | ﹤0.01% | 1089 |
|
|
2025
Q1 | $87.1K | Hold |
1,008
| – | – | ﹤0.01% | 1019 |
|
|
2024
Q4 | $114K | Sell |
1,008
-76
| -7% | -$8.57K | ﹤0.01% | 990 |
|
|
2024
Q3 | $134K | Hold |
1,084
| – | – | ﹤0.01% | 956 |
|
|
2024
Q2 | $101K | Buy |
1,084
+76
| +8% | +$7.05K | ﹤0.01% | 997 |
|
|
2024
Q1 | $77K | Hold |
1,008
| – | – | ﹤0.01% | 657 |
|
|
2023
Q4 | $43.3K | Sell |
1,008
-1,008
| -50% | -$43.3K | ﹤0.01% | 777 |
|
|
2023
Q3 | $61.7K | Buy |
+2,016
| New | +$61.7K | ﹤0.01% | 846 |
|