Mather Group’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	-9	Closed	-$216	–	1521
2025 Q1	$216	Buy	9 +7	+350%	+$168	﹤0.01%	1724
2024 Q4	$64	Hold	2	–	–	﹤0.01%	1728
2024 Q3	$79	Buy	+2	New	+$79	﹤0.01%	1681