Capital Advisors Inc’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $277K | Sell |
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|
2025
Q2 | $302K | Buy |
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|
2025
Q1 | $269K | Buy |
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|
2024
Q4 | $250K | Sell |
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|
2024
Q3 | $286K | Sell |
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|
2024
Q2 | $403K | Buy |
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|
2024
Q1 | $435K | Buy |
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|
2023
Q4 | $417K | Buy |
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|
2023
Q3 | $346K | Buy |
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|
2023
Q2 | $337K | Buy |
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|
2023
Q1 | $320K | Sell |
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|
2022
Q4 | $324K | Buy |
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|
2022
Q3 | $253K | Sell |
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|
2022
Q2 | $231K | Sell |
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|
2022
Q1 | $370K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $234K | Sell |
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|
2018
Q3 | $214K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $210K | Sell |
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|
2017
Q4 | $219K | Hold |
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|
2017
Q3 | $205K | Sell |
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|
2017
Q2 | $225K | Sell |
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|
2017
Q1 | $693K | Buy |
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|
2016
Q4 | $234K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $204K | Buy |
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|
2016
Q1 | $205K | Sell |
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|
2015
Q4 | $326K | Hold |
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|
2015
Q3 | $308K | Hold |
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|
2015
Q2 | $291K | Sell |
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|
2015
Q1 | $257K | Buy |
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|
2014
Q4 | $305K | Buy |
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