Concourse Financial Group Securities’s Sprouts Farmers Market SFM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,449
| Closed | -$212K | – | 6917 |
|
|
2024
Q4 | $212K | Buy |
1,449
+320
| +28% | +$46.8K | 0.01% | 709 |
|
|
2024
Q3 | $125K | Buy |
1,129
+250
| +28% | +$27.6K | 0.01% | 882 |
|
|
2024
Q2 | $73.5K | Sell |
879
-109
| -11% | -$9.12K | ﹤0.01% | 1032 |
|
|
2024
Q1 | $63.7K | Sell |
988
-13
| -1% | -$838 | ﹤0.01% | 1086 |
|
|
2023
Q4 | $48.2K | Buy |
1,001
+134
| +15% | +$6.45K | ﹤0.01% | 1149 |
|
|
2023
Q3 | $37.1K | Buy |
867
+15
| +2% | +$642 | ﹤0.01% | 1189 |
|
|
2023
Q2 | $31.3K | Buy |
+852
| New | +$31.3K | ﹤0.01% | 1262 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 6798 |
|
|
2022
Q4 | – | Sell |
-137
| Closed | -$4K | – | 6809 |
|
|
2022
Q3 | $4K | Hold |
137
| – | – | ﹤0.01% | 1689 |
|
|
2022
Q2 | $3K | Buy |
+137
| New | +$3K | ﹤0.01% | 1976 |
|
|
2022
Q1 | – | Sell |
-32
| Closed | -$1K | – | 6441 |
|
|
2021
Q4 | $1K | Hold |
32
| – | – | ﹤0.01% | 2317 |
|
|
2021
Q3 | $1K | Hold |
32
| – | – | ﹤0.01% | 2343 |
|
|
2021
Q2 | $1K | Hold |
32
| – | – | ﹤0.01% | 2308 |
|
|
2021
Q1 | $1K | Hold |
32
| – | – | ﹤0.01% | 2275 |
|
|
2020
Q4 | $1K | Buy |
+32
| New | +$1K | ﹤0.01% | 2222 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 5383 |
|
|
2020
Q2 | – | Sell |
-87
| Closed | -$2K | – | 5245 |
|
|
2020
Q1 | $2K | Buy |
+87
| New | +$2K | ﹤0.01% | 1923 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 5128 |
|
|
2019
Q3 | – | Sell |
-700
| Closed | -$13K | – | 4945 |
|
|
2019
Q2 | $13K | Hold |
700
| – | – | ﹤0.01% | 1410 |
|
|
2019
Q1 | $15K | Buy |
700
+200
| +40% | +$4.29K | ﹤0.01% | 1375 |
|
|
2018
Q4 | $11K | Buy |
+500
| New | +$11K | ﹤0.01% | 1398 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 4661 |
|