MorganRosel Wealth Management’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 | $1.74M | Sell |
10,563
-294
| -3% | -$48.4K | 0.47% | 38 |
|
|
2025
Q1 | $1.66M | Sell |
10,857
-1,905
| -15% | -$291K | 0.5% | 37 |
|
|
2024
Q4 | $1.62M | Sell |
12,762
-2,391
| -16% | -$304K | 0.53% | 35 |
|
|
2024
Q3 | $1.67M | Sell |
15,153
-2,419
| -14% | -$267K | 0.55% | 31 |
|
|
2024
Q2 | $1.47M | Sell |
17,572
-5,712
| -25% | -$478K | 0.52% | 34 |
|
|
2024
Q1 | $1.5M | Sell |
23,284
-2,096
| -8% | -$135K | 0.54% | 32 |
|
|
2023
Q4 | $1.22M | Buy |
25,380
+93
| +0.4% | +$4.47K | 0.47% | 36 |
|
|
2023
Q3 | $1.08M | Sell |
25,287
-636
| -2% | -$27.2K | 0.45% | 34 |
|
|
2023
Q2 | $952K | Sell |
25,923
-3,688
| -12% | -$135K | 0.39% | 45 |
|
|
2023
Q1 | $1.04M | Buy |
29,611
+846
| +3% | +$29.6K | 0.44% | 40 |
|
|
2022
Q4 | $931K | Buy |
28,765
+4,321
| +18% | +$140K | 0.43% | 48 |
|
|
2022
Q3 | $678K | Sell |
24,444
-7,551
| -24% | -$209K | 0.34% | 55 |
|
|
2022
Q2 | $810K | Buy |
+31,995
| New | +$810K | 0.43% | 44 |
|