Principal Financial Group’s Sweetgreen SG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,128
| Closed | -$203K | – | 2307 |
|
|
2025
Q1 | $203K | Sell |
8,128
-93,999
| -92% | -$2.35M | ﹤0.01% | 2057 |
|
|
2024
Q4 | $3.27M | Sell |
102,127
-48,386
| -32% | -$1.55M | ﹤0.01% | 1705 |
|
|
2024
Q3 | $5.34M | Sell |
150,513
-67,768
| -31% | -$2.4M | ﹤0.01% | 1554 |
|
|
2024
Q2 | $6.58M | Buy |
218,281
+205,519
| +1,610% | +$6.19M | ﹤0.01% | 1458 |
|
|
2024
Q1 | $322K | Buy |
12,762
+1,337
| +12% | +$33.8K | ﹤0.01% | 2076 |
|
|
2023
Q4 | $129K | Buy |
11,425
+439
| +4% | +$4.96K | ﹤0.01% | 2232 |
|
|
2023
Q3 | $129K | Sell |
10,986
-382
| -3% | -$4.49K | ﹤0.01% | 2239 |
|
|
2023
Q2 | $146K | Buy |
+11,368
| New | +$146K | ﹤0.01% | 2229 |
|
|
2023
Q1 | – | Sell |
-10,609
| Closed | -$90.9K | – | 2494 |
|
|
2022
Q4 | $90.9K | Sell |
10,609
-2,028
| -16% | -$17.4K | ﹤0.01% | 2307 |
|
|
2022
Q3 | $234K | Buy |
+12,637
| New | +$234K | ﹤0.01% | 2161 |
|