IFP Advisors’s CAVA Group CAVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $175K | Sell |
2,078
-2,462
| -54% | -$207K | 0.01% | 1337 |
|
|
2025
Q1 | $392K | Sell |
4,540
-554
| -11% | -$47.9K | 0.01% | 854 |
|
|
2024
Q4 | $575K | Buy |
5,094
+957
| +23% | +$108K | 0.02% | 689 |
|
|
2024
Q3 | $512K | Buy |
4,137
+1,014
| +32% | +$126K | 0.02% | 696 |
|
|
2024
Q2 | $290K | Buy |
3,123
+2,208
| +241% | +$205K | 0.01% | 854 |
|
|
2024
Q1 | $64.1K | Buy |
915
+885
| +2,950% | +$62K | ﹤0.01% | 1487 |
|
|
2023
Q4 | $1.29K | Sell |
30
-70
| -70% | -$3.01K | ﹤0.01% | 2774 |
|
|
2023
Q3 | $3.06K | Buy |
+100
| New | +$3.06K | ﹤0.01% | 2690 |
|