Allworth Financial’s Dutch Bros BROS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Buy |
3,080
+777
| +34% | +$53.1K | ﹤0.01% | 1147 |
|
|
2025
Q1 | $142K | Sell |
2,303
-260
| -10% | -$16K | ﹤0.01% | 1066 |
|
|
2024
Q4 | $154K | Buy |
2,563
+1,772
| +224% | +$107K | ﹤0.01% | 1045 |
|
|
2024
Q3 | $25.3K | Buy |
791
+124
| +19% | +$3.97K | ﹤0.01% | 1759 |
|
|
2024
Q2 | $26.1K | Sell |
667
-1,031
| -61% | -$40.4K | ﹤0.01% | 1711 |
|
|
2024
Q1 | $56K | Buy |
1,698
+100
| +6% | +$3.3K | ﹤0.01% | 1260 |
|
|
2023
Q4 | $50.6K | Buy |
1,598
+471
| +42% | +$14.9K | ﹤0.01% | 1197 |
|
|
2023
Q3 | $26.2K | Sell |
1,127
-200
| -15% | -$4.65K | ﹤0.01% | 1374 |
|
|
2023
Q2 | $37.8K | Hold |
1,327
| – | – | ﹤0.01% | 1229 |
|
|
2023
Q1 | $42K | Buy |
1,327
+100
| +8% | +$3.16K | ﹤0.01% | 1136 |
|
|
2022
Q4 | $34.6K | Hold |
1,227
| – | – | ﹤0.01% | 1148 |
|
|
2022
Q3 | $38K | Sell |
1,227
-193
| -14% | -$5.98K | ﹤0.01% | 1053 |
|
|
2022
Q2 | $45K | Buy |
1,420
+193
| +16% | +$6.12K | ﹤0.01% | 942 |
|
|
2022
Q1 | $68K | Buy |
1,227
+500
| +69% | +$27.7K | ﹤0.01% | 810 |
|
|
2021
Q4 | $37K | Buy |
727
+77
| +12% | +$3.92K | ﹤0.01% | 913 |
|
|
2021
Q3 | $28K | Buy |
+650
| New | +$28K | ﹤0.01% | 921 |
|