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Steward Partners Investment Advisory’s Sweetgreen SG Stock Holding History

Steward Partners Investment Advisory’s Portfolio SG Stock Details SG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$417 Sell
28
-1,551
-98% -$23.1K ﹤0.01% 3973
2025
Q1 		$39.5K Buy
1,579
+551
+54% +$13.8K ﹤0.01% 2499
2024
Q4 		$33K Buy
1,028
+1,000
+3,571% +$32.1K ﹤0.01% 2554
2024
Q3 		$993 Buy
+28
New +$993 ﹤0.01% 3531