Sequoia Financial Advisors’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	-13,280	Closed	-$332K	–	1597
2025 Q1	$332K	Buy	13,280 +4,474	+51%	+$112K	﹤0.01%	1013
2024 Q4	$282K	Buy	+8,806	New	+$282K	﹤0.01%	1044
2024 Q1	–	Sell	-28,552	Closed	-$323K	–	1250
2023 Q4	$323K	Buy	+28,552	New	+$323K	﹤0.01%	894