Congress Wealth Management’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
Q2 | $11.6M | Sell |
70,724
-15,950
| -18% | -$2.63M | 0.11% | 217 |
|
|
2025
Q1 | $13.2M | Sell |
86,674
-104,554
| -55% | -$16M | 0.16% | 163 |
|
|
2024
Q4 | $24.3M | Buy |
191,228
+75,051
| +65% | +$9.54M | 0.33% | 77 |
|
|
2024
Q3 | $12.8M | Sell |
116,177
-35,215
| -23% | -$3.89M | 0.17% | 177 |
|
|
2024
Q2 | $12.7M | Buy |
151,392
+12,643
| +9% | +$1.06M | 0.2% | 144 |
|
|
2024
Q1 | $8.95M | Sell |
138,749
-20,051
| -13% | -$1.29M | 0.15% | 179 |
|
|
2023
Q4 | $7.64M | Buy |
158,800
+9,085
| +6% | +$437K | 0.14% | 182 |
|
|
2023
Q3 | $6.41M | Buy |
149,715
+20,833
| +16% | +$892K | 0.13% | 187 |
|
|
2023
Q2 | $4.73M | Buy |
128,882
+4,335
| +3% | +$159K | 0.11% | 195 |
|
|
2023
Q1 | $4.36M | Buy |
+124,547
| New | +$4.36M | 0.11% | 200 |
|