Oakworth Capital’s Sweetgreen SG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-85
| Closed | -$2.15K | – | 729 |
|
|
2024
Q1 | $2.15K | Sell |
85
-15
| -15% | -$379 | ﹤0.01% | 620 |
|
|
2023
Q4 | $1.13K | Hold |
100
| – | – | ﹤0.01% | 657 |
|
|
2023
Q3 | $1.18K | Hold |
100
| – | – | ﹤0.01% | 565 |
|
|
2023
Q2 | $1.28K | Hold |
100
| – | – | ﹤0.01% | 598 |
|
|
2023
Q1 | $784 | Hold |
100
| – | – | ﹤0.01% | 565 |
|
|
2022
Q4 | $857 | Hold |
100
| – | – | ﹤0.01% | 547 |
|
|
2022
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 536 |
|
|
2022
Q2 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 539 |
|
|
2022
Q1 | – | Sell |
-100
| Closed | -$3K | – | 585 |
|
|
2021
Q4 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 551 |
|