IFP Advisors’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
-4
Closed -$90 3857
2025
Q1
$90 Sell
4
-4
-50% -$90 ﹤0.01% 3879
2024
Q4
$243 Buy
8
+4
+100% +$122 ﹤0.01% 3642
2024
Q3
$122 Buy
4
+2
+100% +$61 ﹤0.01% 3232
2024
Q2
$60 Buy
+2
New +$60 ﹤0.01% 3179