Summit Trail Advisors’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
$315K Sell
1,916
-51
-3% -$8.4K 0.01% 904
2025
Q1
$300K Buy
1,967
+288
+17% +$44K 0.01% 327
2024
Q4
$213K Buy
+1,679
New +$213K 0.01% 343
2018
Q1
Sell
-112
Closed -$3K 1438
2017
Q4
$3K Buy
+112
New +$3K ﹤0.01% 1565