Raymond James Financial’s Sweetgreen SG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.66M Buy
111,339
+77,692
+231% +$1.16M ﹤0.01% 3227
2025
Q1
$842K Sell
33,647
-36,996
-52% -$926K ﹤0.01% 3594
2024
Q4
$2.26M Buy
+70,643
New +$2.26M ﹤0.01% 2872