Summit Place Financial Advisors’s Sweetgreen SG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $727K | Buy |
48,830
+2,500
| +5% | +$37.2K | 0.37% | 65 |
|
|
2025
Q1 | $1.16M | Sell |
46,330
-1,999
| -4% | -$50K | 0.65% | 52 |
|
|
2024
Q4 | $1.55M | Sell |
48,329
-2,245
| -4% | -$72K | 0.88% | 44 |
|
|
2024
Q3 | $1.79M | Sell |
50,574
-2,124
| -4% | -$75.3K | 1% | 43 |
|
|
2024
Q2 | $1.59M | Sell |
52,698
-11,132
| -17% | -$336K | 0.94% | 43 |
|
|
2024
Q1 | $1.61M | Sell |
63,830
-1,260
| -2% | -$31.8K | 0.94% | 44 |
|
|
2023
Q4 | $736K | Buy |
65,090
+13,260
| +26% | +$150K | 0.48% | 60 |
|
|
2023
Q3 | $609K | Buy |
51,830
+10,300
| +25% | +$121K | 0.43% | 65 |
|
|
2023
Q2 | $532K | Buy |
41,530
+5,670
| +16% | +$72.7K | 0.34% | 68 |
|
|
2023
Q1 | $281K | Buy |
35,860
+13,875
| +63% | +$109K | 0.2% | 85 |
|
|
2022
Q4 | $188K | Buy |
21,985
+5,025
| +30% | +$43.1K | 0.16% | 82 |
|
|
2022
Q3 | $314K | Sell |
16,960
-3,480
| -17% | -$64.4K | 0.29% | 73 |
|
|
2022
Q2 | $238K | Buy |
20,440
+10,150
| +99% | +$118K | 0.2% | 97 |
|
|
2022
Q1 | $329K | Buy |
+10,290
| New | +$329K | 0.22% | 91 |
|