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 |
|