A detailed history of Creative Planning transactions in Sweetgreen, Inc. stock. As of the latest transaction made, Creative Planning holds 11,439 shares of SG stock, worth $376,571. This represents 0.0% of its overall portfolio holdings.

Number of Shares
11,439
Previous 7,075 61.68%
Holding current value
$376,571
Previous $213,000 90.14%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

BUY
$23.87 - $37.65 $104,168 - $164,304
4,364 Added 61.68%
11,439 $405,000
Q2 2024

Aug 15, 2024

SELL
$19.91 - $34.98 $40,317 - $70,834
-2,025 Reduced 22.25%
7,075 $213,000
Q1 2024

May 10, 2024

SELL
$10.15 - $25.6 $76,125 - $192,000
-7,500 Reduced 45.18%
9,100 $229,000
Q4 2023

Feb 14, 2024

BUY
$8.92 - $11.86 $18,732 - $24,906
2,100 Added 14.48%
16,600 $187,000
Q3 2023

Nov 16, 2023

SELL
$11.2 - $16.41 $4,065 - $5,956
-363 Reduced 2.44%
14,500 $170,000
Q1 2023

May 15, 2023

SELL
$6.31 - $11.74 $990 - $1,843
-157 Reduced 1.05%
14,863 $116,000
Q4 2022

Feb 10, 2023

BUY
$8.11 - $19.47 $1,273 - $3,056
157 Added 1.06%
15,020 $128,000
Q3 2022

Nov 03, 2022

BUY
$12.07 - $20.95 $179,396 - $311,379
14,863 New
14,863 $275,000

Others Institutions Holding SG

About Sweetgreen, Inc.


  • Ticker SG
  • Exchange NYSE
  • Sector Consumer Cyclical
  • Industry Restaurants
  • Shares Outstandng 96,678,704
  • Market Cap $3.18B
  • Description
  • Sweetgreen, Inc., together with its subsidiaries, develops and operates fast-casual restaurants serving healthy foods prepared from seasonal and organic ingredients. The company also accepts orders through its online and mobile ordering platforms, as well as sells gift cards that can be redeemed in its restaurants. As of September 26, 2021, it o...
More about SG
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