Allworth Financial’s Dutch Bros BROS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Buy |
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|
2025
Q1 | $142K | Sell |
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|
2024
Q4 | $154K | Buy |
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|
2024
Q3 | $25.3K | Buy |
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|
2024
Q2 | $26.1K | Sell |
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|
2024
Q1 | $56K | Buy |
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|
2023
Q4 | $50.6K | Buy |
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|
2023
Q3 | $26.2K | Sell |
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|
2023
Q2 | $37.8K | Hold |
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|
2023
Q1 | $42K | Buy |
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|
2022
Q4 | $34.6K | Hold |
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|
2022
Q3 | $38K | Sell |
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|
2022
Q2 | $45K | Buy |
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|
2022
Q1 | $68K | Buy |
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|
2021
Q4 | $37K | Buy |
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|
2021
Q3 | $28K | Buy |
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