Stifel 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 | $674K | Buy |
45,326
+18,133
| +67% | +$270K | ﹤0.01% | 2582 |
|
|
2025
Q1 | $680K | Buy |
27,193
+14,631
| +116% | +$366K | ﹤0.01% | 2479 |
|
|
2024
Q4 | $403K | Buy |
12,562
+4,474
| +55% | +$143K | ﹤0.01% | 2801 |
|
|
2024
Q3 | $287K | Buy |
+8,088
| New | +$287K | ﹤0.01% | 2985 |
|
|
2024
Q2 | – | Sell |
-19,168
| Closed | -$484K | – | 3447 |
|
|
2024
Q1 | $484K | Buy |
+19,168
| New | +$484K | ﹤0.01% | 2630 |
|