Toth Financial Advisory’s Sweetgreen SG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $75 | Sell |
5
-400
| -99% | -$6K | ﹤0.01% | 712 |
|
|
2025
Q1 | $10.1K | Hold |
405
| – | – | ﹤0.01% | 456 |
|
|
2024
Q4 | $13K | Hold |
405
| – | – | ﹤0.01% | 433 |
|
|
2024
Q3 | $14.4K | Buy |
405
+5
| +1% | +$177 | ﹤0.01% | 416 |
|
|
2024
Q2 | $12.1K | Hold |
400
| – | – | ﹤0.01% | 445 |
|
|
2024
Q1 | $10.1K | Hold |
400
| – | – | ﹤0.01% | 454 |
|
|
2023
Q4 | $4.52K | Hold |
400
| – | – | ﹤0.01% | 542 |
|
|
2023
Q3 | $4.7K | Hold |
400
| – | – | ﹤0.01% | 537 |
|
|
2023
Q2 | $5.13K | Hold |
400
| – | – | ﹤0.01% | 548 |
|
|
2023
Q1 | $3.14K | Hold |
400
| – | – | ﹤0.01% | 592 |
|
|
2022
Q4 | $3.43K | Hold |
400
| – | – | ﹤0.01% | 533 |
|
|
2022
Q3 | $7K | Hold |
400
| – | – | ﹤0.01% | 517 |
|
|
2022
Q2 | $5K | Hold |
400
| – | – | ﹤0.01% | 517 |
|
|
2022
Q1 | $13K | Hold |
400
| – | – | ﹤0.01% | 438 |
|
|
2021
Q4 | $13K | Buy |
+400
| New | +$13K | ﹤0.01% | 459 |
|