EverSource Wealth Advisors’s Sprouts Farmers Market SFM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $575K | Buy |
3,491
+1,445
| +71% | +$238K | 0.03% | 402 |
|
2025
Q1 | $312K | Buy |
2,046
+71
| +4% | +$10.8K | 0.02% | 512 |
|
2024
Q4 | $251K | Buy |
1,975
+77
| +4% | +$9.78K | 0.01% | 566 |
|
2024
Q3 | $210K | Sell |
1,898
-1,867
| -50% | -$206K | 0.01% | 541 |
|
2024
Q2 | $376K | Buy |
3,765
+37
| +1% | +$3.7K | 0.03% | 375 |
|
2024
Q1 | $246K | Buy |
3,728
+35
| +0.9% | +$2.31K | 0.02% | 433 |
|
2023
Q4 | $178K | Hold |
3,693
| – | – | 0.02% | 466 |
|
2023
Q3 | $158K | Buy |
3,693
+43
| +1% | +$1.84K | 0.02% | 451 |
|
2023
Q2 | $134K | Buy |
3,650
+158
| +5% | +$5.8K | 0.01% | 485 |
|
2023
Q1 | $122K | Sell |
3,492
-192
| -5% | -$6.73K | 0.02% | 480 |
|
2022
Q4 | $119K | Buy |
3,684
+283
| +8% | +$9.16K | 0.02% | 458 |
|
2022
Q3 | $94K | Buy |
3,401
+122
| +4% | +$3.37K | 0.02% | 445 |
|
2022
Q2 | $83K | Buy |
+3,279
| New | +$83K | 0.02% | 431 |
|