LPL Financial’s Sweetgreen SG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.59M | Buy |
106,836
+62,290
| +140% | +$927K | ﹤0.01% | 3315 |
|
|
2025
Q1 | $1.11M | Sell |
44,546
-15,046
| -25% | -$376K | ﹤0.01% | 3431 |
|
|
2024
Q4 | $1.91M | Buy |
59,592
+47,676
| +400% | +$1.53M | ﹤0.01% | 2882 |
|
|
2024
Q3 | $422K | Buy |
+11,916
| New | +$422K | ﹤0.01% | 4072 |
|
|
2023
Q1 | – | Sell |
-11,518
| Closed | -$98.7K | – | 4538 |
|
|
2022
Q4 | $98.7K | Sell |
11,518
-1,125
| -9% | -$9.64K | ﹤0.01% | 4140 |
|
|
2022
Q3 | $234K | Buy |
12,643
+2,161
| +21% | +$40K | ﹤0.01% | 3770 |
|
|
2022
Q2 | $122K | Buy |
+10,482
| New | +$122K | ﹤0.01% | 4053 |
|