Allegheny Financial Group’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Buy |
2,240
+138
| +7% | +$12.6K | 0.05% | 238 |
|
|
2025
Q1 | $206K | Sell |
2,102
-212
| -9% | -$20.8K | 0.05% | 214 |
|
|
2024
Q4 | $211K | Sell |
2,314
-276
| -11% | -$25.2K | 0.05% | 213 |
|
|
2024
Q3 | $252K | Buy |
+2,590
| New | +$252K | 0.06% | 215 |
|
|
2024
Q2 | – | Sell |
-2,360
| Closed | -$216K | – | 228 |
|
|
2024
Q1 | $216K | Sell |
2,360
-216
| -8% | -$19.7K | 0.07% | 190 |
|
|
2023
Q4 | $247K | Buy |
2,576
+53
| +2% | +$5.09K | 0.08% | 183 |
|
|
2023
Q3 | $230K | Buy |
2,523
+425
| +20% | +$38.8K | 0.09% | 168 |
|
|
2023
Q2 | $208K | Buy |
2,098
+3
| +0.1% | +$297 | 0.1% | 142 |
|
|
2023
Q1 | $218K | Buy |
2,095
+2
| +0.1% | +$208 | 0.09% | 150 |
|
|
2022
Q4 | $208K | Buy |
+2,093
| New | +$208K | 0.09% | 157 |
|
|
2022
Q1 | – | Sell |
-2,262
| Closed | -$265K | – | 167 |
|
|
2021
Q4 | $265K | Sell |
2,262
-397
| -15% | -$46.5K | 0.11% | 129 |
|
|
2021
Q3 | $293K | Sell |
2,659
-57
| -2% | -$6.28K | 0.13% | 107 |
|
|
2021
Q2 | $304K | Buy |
+2,716
| New | +$304K | 0.14% | 109 |
|
|
2021
Q1 | – | Sell |
-2,592
| Closed | -$277K | – | 120 |
|
|
2020
Q4 | $277K | Buy |
+2,592
| New | +$277K | 0.15% | 104 |
|