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 |
|