Legacy Capital Group California’s Sweetgreen SG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-31,865
Closed -$1.02M 354
2024
Q4
$1.02M Sell
31,865
-465
-1% -$14.9K 0.31% 69
2024
Q3
$1.15M Buy
32,330
+96
+0.3% +$3.4K 0.38% 56
2024
Q2
$972K Buy
+32,234
New +$972K 0.35% 71