Creative Planning’s Sweetgreen SG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,396
| Closed | -$285K | – | 3693 |
|
|
2025
Q1 | $285K | Sell |
11,396
-1,082
| -9% | -$27.1K | ﹤0.01% | 2795 |
|
|
2024
Q4 | $400K | Buy |
12,478
+1,039
| +9% | +$33.3K | ﹤0.01% | 2427 |
|
|
2024
Q3 | $406K | Buy |
11,439
+4,364
| +62% | +$155K | ﹤0.01% | 2285 |
|
|
2024
Q2 | $213K | Sell |
7,075
-2,025
| -22% | -$61K | ﹤0.01% | 2621 |
|
|
2024
Q1 | $230K | Sell |
9,100
-7,500
| -45% | -$189K | ﹤0.01% | 2456 |
|
|
2023
Q4 | $188K | Buy |
16,600
+2,100
| +14% | +$23.7K | ﹤0.01% | 2449 |
|
|
2023
Q3 | $170K | Sell |
14,500
-363
| -2% | -$4.27K | ﹤0.01% | 2280 |
|
|
2023
Q2 | $191K | Hold |
14,863
| – | – | ﹤0.01% | 2218 |
|
|
2023
Q1 | $117K | Sell |
14,863
-157
| -1% | -$1.23K | ﹤0.01% | 2216 |
|
|
2022
Q4 | $129K | Buy |
15,020
+157
| +1% | +$1.35K | ﹤0.01% | 2104 |
|
|
2022
Q3 | $275K | Buy |
+14,863
| New | +$275K | ﹤0.01% | 1694 |
|