Creative Planning’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
$9.92M Buy
60,232
+7,577
+14% +$1.25M 0.01% 517
2025
Q1
$8.04M Buy
52,655
+7,247
+16% +$1.11M 0.01% 558
2024
Q4
$5.77M Buy
45,408
+7,429
+20% +$944K 0.01% 614
2024
Q3
$4.19M Buy
37,979
+8,017
+27% +$885K ﹤0.01% 706
2024
Q2
$2.51M Buy
29,962
+6,871
+30% +$575K ﹤0.01% 887
2024
Q1
$1.49M Buy
23,091
+6,052
+36% +$390K ﹤0.01% 1100
2023
Q4
$820K Buy
17,039
+1,695
+11% +$81.5K ﹤0.01% 1343
2023
Q3
$657K Buy
15,344
+5,042
+49% +$216K ﹤0.01% 1380
2023
Q2
$378K Buy
10,302
+2,249
+28% +$82.6K ﹤0.01% 1728
2023
Q1
$282K Sell
8,053
-606
-7% -$21.2K ﹤0.01% 1859
2022
Q4
$280K Buy
+8,659
New +$280K ﹤0.01% 1759
2021
Q1
Sell
-12,332
Closed -$248K 2393
2020
Q4
$248K Sell
12,332
-252
-2% -$5.07K ﹤0.01% 1716
2020
Q3
$263K Sell
12,584
-12,026
-49% -$251K ﹤0.01% 1484
2020
Q2
$630K Buy
+24,610
New +$630K ﹤0.01% 917
2017
Q3
Sell
-122
Closed -$3K 3299
2017
Q2
$3K Buy
+122
New +$3K ﹤0.01% 4121
2016
Q4
Sell
-1,174
Closed -$24K 4577
2016
Q3
$24K Buy
+1,174
New +$24K ﹤0.01% 2910
2016
Q2
Sell
-513
Closed -$15K 4323
2016
Q1
$15K Buy
513
+400
+354% +$11.7K ﹤0.01% 2942
2015
Q4
$3K Sell
113
-1,392
-92% -$37K ﹤0.01% 3842
2015
Q3
$32K Buy
+1,505
New +$32K ﹤0.01% 2364
2015
Q2
Sell
-213
Closed -$8K 2560
2015
Q1
$8K Buy
213
+13
+7% +$488 ﹤0.01% 3279
2014
Q4
$7K Sell
200
-608
-75% -$21.3K ﹤0.01% 3269
2014
Q3
$23K Sell
808
-500
-38% -$14.2K ﹤0.01% 2432
2014
Q2
$43K Buy
1,308
+1,200
+1,111% +$39.5K ﹤0.01% 1942
2014
Q1
$4K Hold
108
﹤0.01% 3110
2013
Q4
$4K Sell
108
-742
-87% -$27.5K ﹤0.01% 2924
2013
Q3
$38K Buy
+850
New +$38K ﹤0.01% 1691