Oppenheimer & Co’s Sweetgreen SG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$375K Sell
25,175
-22,895
-48% -$341K 0.01% 1254
2025
Q1
$1.2M Buy
48,070
+21,625
+82% +$541K 0.02% 725
2024
Q4
$848K Sell
26,445
-38
-0.1% -$1.22K 0.01% 864
2024
Q3
$939K Buy
26,483
+2,380
+10% +$84.4K 0.01% 803
2024
Q2
$726K Sell
24,103
-12,395
-34% -$374K 0.01% 876
2024
Q1
$922K Buy
+36,498
New +$922K 0.02% 767