Geneos Wealth Management’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 | $28K | Buy |
170
+3
| +2% | +$494 | ﹤0.01% | 1874 |
|
|
2025
Q1 | $66.9K | Buy |
167
+59
| +55% | +$23.6K | ﹤0.01% | 1771 |
|
|
2024
Q4 | $13.7K | Sell |
108
-18
| -14% | -$2.29K | ﹤0.01% | 1906 |
|
|
2024
Q3 | $13.9K | Buy |
+126
| New | +$13.9K | ﹤0.01% | 1705 |
|
|
2022
Q3 | – | Sell |
-300
| Closed | -$7K | – | 2495 |
|
|
2022
Q2 | $7K | Hold |
300
| – | – | ﹤0.01% | 2095 |
|
|
2022
Q1 | $9K | Sell |
300
-1,600
| -84% | -$48K | ﹤0.01% | 2130 |
|
|
2021
Q4 | $56K | Buy |
1,900
+324
| +21% | +$9.55K | ﹤0.01% | 1431 |
|
|
2021
Q3 | $34K | Sell |
1,576
-94
| -6% | -$2.03K | ﹤0.01% | 1673 |
|
|
2021
Q2 | $42K | Buy |
1,670
+94
| +6% | +$2.36K | ﹤0.01% | 1564 |
|
|
2021
Q1 | $40K | Hold |
1,576
| – | – | ﹤0.01% | 1748 |
|
|
2020
Q4 | $44K | Hold |
1,576
| – | – | ﹤0.01% | 1524 |
|
|
2020
Q3 | $33K | Hold |
1,576
| – | – | ﹤0.01% | 1430 |
|
|
2020
Q2 | $38K | Hold |
1,576
| – | – | ﹤0.01% | 1347 |
|
|
2020
Q1 | $28K | Hold |
1,576
| – | – | ﹤0.01% | 1377 |
|
|
2019
Q4 | $30K | Hold |
1,576
| – | – | ﹤0.01% | 1508 |
|
|
2019
Q3 | $30K | Buy |
1,576
+450
| +40% | +$8.57K | ﹤0.01% | 1432 |
|
|
2019
Q2 | $21K | Hold |
1,126
| – | – | ﹤0.01% | 1610 |
|
|
2019
Q1 | $24K | Hold |
1,126
| – | – | ﹤0.01% | 1490 |
|
|
2018
Q4 | $26K | Hold |
1,126
| – | – | ﹤0.01% | 1388 |
|
|
2018
Q3 | $30K | Hold |
1,126
| – | – | ﹤0.01% | 1408 |
|
|
2018
Q2 | $24K | Hold |
1,126
| – | – | ﹤0.01% | 1378 |
|
|
2018
Q1 | $26K | Hold |
1,126
| – | – | ﹤0.01% | 1283 |
|
|
2017
Q4 | $27K | Sell |
1,126
-1,000
| -47% | -$24K | ﹤0.01% | 1273 |
|
|
2017
Q3 | $39K | Sell |
2,126
-1,074
| -34% | -$19.7K | ﹤0.01% | 1074 |
|
|
2017
Q2 | $72K | Hold |
3,200
| – | – | 0.01% | 793 |
|
|
2017
Q1 | $73K | Buy |
3,200
+1,760
| +122% | +$40.2K | 0.01% | 758 |
|
|
2016
Q4 | $27K | Sell |
1,440
-1,800
| -56% | -$33.8K | ﹤0.01% | 1069 |
|
|
2016
Q3 | $66K | Sell |
3,240
-285
| -8% | -$5.81K | 0.01% | 716 |
|
|
2016
Q2 | $80K | Sell |
3,525
-600
| -15% | -$13.6K | 0.01% | 653 |
|
|
2016
Q1 | $117K | Buy |
+4,125
| New | +$117K | 0.02% | 543 |
|