Cornerstone Planning Group’s Sweetgreen SG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,614
| Closed | -$48.7K | – | 1671 |
|
|
2024
Q4 | $48.7K | Sell |
1,614
-300
| -16% | -$9.05K | 0.01% | 188 |
|
|
2024
Q3 | $73.7K | Hold |
1,914
| – | – | 0.02% | 141 |
|
|
2024
Q2 | $47K | Hold |
1,914
| – | – | 0.01% | 208 |
|
|
2024
Q1 | $42.3K | Hold |
1,914
| – | – | 0.01% | 191 |
|
|
2023
Q4 | $21.6K | Buy |
1,914
+529
| +38% | +$5.98K | 0.01% | 310 |
|
|
2023
Q3 | $16.3K | Buy |
+1,385
| New | +$16.3K | 0.01% | 340 |
|