Forum Financial 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 | $179K | Buy |
12,035
+132
| +1% | +$1.96K | ﹤0.01% | 918 |
|
|
2025
Q1 | $298K | Buy |
11,903
+3,791
| +47% | +$94.9K | ﹤0.01% | 595 |
|
|
2024
Q4 | $260K | Buy |
8,112
+1,209
| +18% | +$38.8K | ﹤0.01% | 699 |
|
|
2024
Q3 | $245K | Hold |
6,903
| – | – | ﹤0.01% | 622 |
|
|
2024
Q2 | $208K | Sell |
6,903
-3,118
| -31% | -$94K | ﹤0.01% | 658 |
|
|
2024
Q1 | $253K | Buy |
10,021
+20
| +0.2% | +$505 | ﹤0.01% | 585 |
|
|
2023
Q4 | $113K | Sell |
10,001
-1,261
| -11% | -$14.2K | ﹤0.01% | 670 |
|
|
2023
Q3 | $132K | Buy |
11,262
+1,262
| +13% | +$14.8K | ﹤0.01% | 612 |
|
|
2023
Q2 | $128K | Buy |
+10,000
| New | +$128K | ﹤0.01% | 633 |
|