Raymond James & Associates’s Sweetgreen SG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $798K | Buy |
22,505
+7,097
| +46% | +$252K | ﹤0.01% | 2816 |
|
|
2024
Q2 | $464K | Sell |
15,408
-13,680
| -47% | -$412K | ﹤0.01% | 3098 |
|
|
2024
Q1 | $735K | Buy |
29,088
+8,587
| +42% | +$217K | ﹤0.01% | 2789 |
|
|
2023
Q4 | $232K | Sell |
20,501
-3,568
| -15% | -$40.3K | ﹤0.01% | 3409 |
|
|
2023
Q3 | $283K | Buy |
24,069
+699
| +3% | +$8.21K | ﹤0.01% | 3233 |
|
|
2023
Q2 | $300K | Buy |
+23,370
| New | +$300K | ﹤0.01% | 3232 |
|
|
2022
Q4 | – | Sell |
-15,274
| Closed | -$283K | – | 3886 |
|
|
2022
Q3 | $283K | Buy |
15,274
+1,627
| +12% | +$30.1K | ﹤0.01% | 3205 |
|
|
2022
Q2 | $159K | Sell |
13,647
-22,749
| -63% | -$265K | ﹤0.01% | 3552 |
|
|
2022
Q1 | $1.16M | Buy |
+36,396
| New | +$1.16M | ﹤0.01% | 2484 |
|