Oppenheimer Asset Management’s Sweetgreen SG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $758K | Buy |
50,973
+12,147
| +31% | +$181K | 0.01% | 793 |
|
|
2025
Q1 | $971K | Buy |
38,826
+13,130
| +51% | +$329K | 0.01% | 723 |
|
|
2024
Q4 | $824K | Buy |
25,696
+2,737
| +12% | +$87.7K | 0.01% | 773 |
|
|
2024
Q3 | $814K | Sell |
22,959
-3,120
| -12% | -$111K | 0.01% | 768 |
|
|
2024
Q2 | $786K | Buy |
26,079
+6,419
| +33% | +$193K | 0.01% | 761 |
|
|
2024
Q1 | $497K | Sell |
19,660
-3,359
| -15% | -$84.8K | 0.01% | 837 |
|
|
2023
Q4 | $260K | Sell |
23,019
-2,263
| -9% | -$25.6K | ﹤0.01% | 1030 |
|
|
2023
Q3 | $297K | Buy |
+25,282
| New | +$297K | ﹤0.01% | 967 |
|