Summit Place Financial Advisors’s Sweetgreen SG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
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|
2025
Q3 | $358K | Sell |
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|
2025
Q2 | $727K | Buy |
|
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|
2025
Q1 | $1.16M | Sell |
|
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|
2024
Q4 | $1.55M | Sell |
|
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|
2024
Q3 | $1.79M | Sell |
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|
2024
Q2 | $1.59M | Sell |
|
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|
2024
Q1 | $1.61M | Sell |
|
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|
2023
Q4 | $736K | Buy |
|
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|
2023
Q3 | $609K | Buy |
|
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|
2023
Q2 | $532K | Buy |
|
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|
2023
Q1 | $281K | Buy |
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|
2022
Q4 | $188K | Buy |
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|
2022
Q3 | $314K | Sell |
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|
2022
Q2 | $238K | Buy |
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|
2022
Q1 | $329K | Buy |
|