Nisa Investment Advisors’s Sweetgreen SG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.7K | Buy |
2,129
+1,055
| +98% | +$15.7K | ﹤0.01% | 1734 |
|
|
2025
Q1 | $26.9K | Sell |
1,074
-152
| -12% | -$3.8K | ﹤0.01% | 1775 |
|
|
2024
Q4 | $39.3K | Buy |
1,226
+50
| +4% | +$1.6K | ﹤0.01% | 1746 |
|
|
2024
Q3 | $41.7K | Sell |
1,176
-199
| -14% | -$7.06K | ﹤0.01% | 1690 |
|
|
2024
Q2 | $41.4K | Buy |
1,375
+98
| +8% | +$2.95K | ﹤0.01% | 1718 |
|
|
2024
Q1 | $32.3K | Buy |
1,277
+67
| +6% | +$1.69K | ﹤0.01% | 1757 |
|
|
2023
Q4 | $13.7K | Sell |
1,210
-3,070
| -72% | -$34.7K | ﹤0.01% | 1973 |
|
|
2023
Q3 | $50.3K | Hold |
4,280
| – | – | ﹤0.01% | 1724 |
|
|
2023
Q2 | $54.9K | Buy |
4,280
+1,370
| +47% | +$17.6K | ﹤0.01% | 1723 |
|
|
2023
Q1 | $23K | Buy |
2,910
+2,530
| +666% | +$20K | ﹤0.01% | 1970 |
|
|
2022
Q4 | $3K | Sell |
380
-32
| -8% | -$253 | ﹤0.01% | 2351 |
|
|
2022
Q3 | $8K | Buy |
+412
| New | +$8K | ﹤0.01% | 2236 |
|