Cox Capital Management’s Sweetgreen SG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$783K	Sell	52,631 -705	-1%	-$10.5K	0.53%	45
2025 Q1	$1.33M	Sell	53,336 -562	-1%	-$14.1K	0.97%	35
2024 Q4	$1.73M	Buy	53,898 +23,278	+76%	+$746K	1.11%	36
2024 Q3	$1.09M	Buy	+30,620	New	+$1.09M	0.65%	47