Klein Pavlis & Peasley Financial’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 | $807K | Sell |
4,899
-2,993
| -38% | -$493K | 0.54% | 54 |
|
2025
Q1 | $1.23M | Sell |
7,892
-824
| -9% | -$128K | 0.88% | 39 |
|
2024
Q4 | $1.11M | Sell |
8,716
-3,255
| -27% | -$414K | 0.9% | 39 |
|
2024
Q3 | $1.32M | Sell |
11,971
-3,964
| -25% | -$438K | 1.06% | 35 |
|
2024
Q2 | $1.33M | Sell |
15,935
-4,417
| -22% | -$370K | 1.18% | 32 |
|
2024
Q1 | $1.31M | Sell |
20,352
-7,441
| -27% | -$480K | 1.19% | 34 |
|
2023
Q4 | $1.34M | Buy |
+27,793
| New | +$1.34M | 1.25% | 30 |
|