Principal Securities’s Sweetgreen SG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-14	Closed	-$449	–	3872
2025 Q1	$449	Hold	14	–	–	﹤0.01%	3374
2024 Q4	$449	Hold	14	–	–	﹤0.01%	3369
2024 Q3	$496	Sell	14 -66	-83%	-$2.34K	﹤0.01%	3280
2024 Q2	$2.41K	Buy	+80	New	+$2.41K	﹤0.01%	2858