Commonwealth Equity Services’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 |
-11,520
| Closed | -$288K | – | 4342 |
|
|
2025
Q1 | $288K | Sell |
11,520
-585
| -5% | -$14.6K | ﹤0.01% | 3532 |
|
|
2024
Q4 | $388K | Buy |
12,105
+5,783
| +91% | +$185K | ﹤0.01% | 3180 |
|
|
2024
Q3 | $224K | Sell |
6,322
-2,940
| -32% | -$104K | ﹤0.01% | 3596 |
|
|
2024
Q2 | $279K | Buy |
+9,262
| New | +$279K | ﹤0.01% | 3357 |
|