Steward Partners Investment Advisory’s CAVA Group CAVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $436K | Sell |
5,175
-122,198
| -96% | -$10.3M | ﹤0.01% | 1364 |
|
|
2025
Q1 | $11M | Buy |
127,373
+125,580
| +7,004% | +$10.9M | 0.1% | 211 |
|
|
2024
Q4 | $202K | Buy |
1,793
+1,248
| +229% | +$141K | ﹤0.01% | 1606 |
|
|
2024
Q3 | $67.5K | Buy |
545
+160
| +42% | +$19.8K | ﹤0.01% | 2079 |
|
|
2024
Q2 | $35.7K | Hold |
385
| – | – | ﹤0.01% | 2266 |
|
|
2024
Q1 | $27K | Hold |
385
| – | – | ﹤0.01% | 2388 |
|
|
2023
Q4 | $16.5K | Hold |
385
| – | – | ﹤0.01% | 2487 |
|
|
2023
Q3 | $11.8K | Sell |
385
-1,225
| -76% | -$37.5K | ﹤0.01% | 2527 |
|
|
2023
Q2 | $65.9K | Buy |
+1,610
| New | +$65.9K | ﹤0.01% | 1771 |
|