Steward Partners Investment Advisory’s Sprouts Farmers Market SFM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.26M | Buy |
13,729
+10,792
| +367% | +$1.78M | 0.02% | 678 |
|
|
2025
Q1 | $448K | Buy |
2,937
+863
| +42% | +$132K | ﹤0.01% | 1266 |
|
|
2024
Q4 | $264K | Buy |
2,074
+484
| +30% | +$61.5K | ﹤0.01% | 1474 |
|
|
2024
Q3 | $176K | Buy |
+1,590
| New | +$176K | ﹤0.01% | 1591 |
|
|
2024
Q1 | – | Sell |
-2,168
| Closed | -$104K | – | 3661 |
|
|
2023
Q4 | $104K | Sell |
2,168
-231
| -10% | -$11.1K | ﹤0.01% | 1682 |
|
|
2023
Q3 | $103K | Buy |
2,399
+1,891
| +372% | +$80.9K | ﹤0.01% | 1553 |
|
|
2023
Q2 | $18.7K | Buy |
+508
| New | +$18.7K | ﹤0.01% | 2325 |
|
|
2022
Q1 | – | Sell |
-300
| Closed | -$9K | – | 3365 |
|
|
2021
Q4 | $9K | Sell |
300
-200
| -40% | -$6K | ﹤0.01% | 2653 |
|
|
2021
Q3 | $12K | Sell |
500
-34,351
| -99% | -$824K | ﹤0.01% | 2554 |
|
|
2021
Q2 | $866K | Buy |
34,851
+29,876
| +601% | +$742K | 0.01% | 732 |
|
|
2021
Q1 | $132K | Buy |
+4,975
| New | +$132K | ﹤0.01% | 1480 |
|
|
2020
Q3 | – | Sell |
-200
| Closed | -$5K | – | 2840 |
|
|
2020
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 2287 |
|
|
2020
Q1 | $3K | Sell |
200
-120
| -38% | -$1.8K | ﹤0.01% | 2235 |
|
|
2019
Q4 | $6K | Sell |
320
-381
| -54% | -$7.14K | ﹤0.01% | 2197 |
|
|
2019
Q3 | $13K | Hold |
701
| – | – | ﹤0.01% | 1887 |
|
|
2019
Q2 | $13K | Buy |
+701
| New | +$13K | ﹤0.01% | 1880 |
|
|
2018
Q4 | – | Sell |
-671
| Closed | -$18K | – | 1920 |
|
|
2018
Q3 | $18K | Buy |
671
+371
| +124% | +$9.95K | ﹤0.01% | 1613 |
|
|
2018
Q2 | $7K | Hold |
300
| – | – | ﹤0.01% | 1884 |
|
|
2018
Q1 | $7K | Buy |
+300
| New | +$7K | ﹤0.01% | 1700 |
|