Summit Trail Advisors’s Sweetgreen SG Stock Holding History

Summit Trail Advisors’s Portfolio SG Stock Details SG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$178K	Buy
2025 Q1	$295K	Sell
2024 Q4	$389K	Sell
2024 Q3	$592K	Sell
2024 Q2	$650K	Hold
2024 Q1	$545K	Buy
2023 Q4	$239K	Buy
2023 Q3	$246K	Buy
2023 Q2	$143K	Buy