CAPTRUST Financial Advisors’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 | $355K | Sell |
5,196
-2,204
| -30% | -$151K | ﹤0.01% | 1943 |
|
|
2025
Q1 | $457K | Buy |
+7,400
| New | +$457K | ﹤0.01% | 1693 |
|
|
2022
Q3 | – | Sell |
-1,114
| Closed | -$35K | – | 2326 |
|
|
2022
Q2 | $35K | Buy |
1,114
+521
| +88% | +$16.4K | ﹤0.01% | 3008 |
|
|
2022
Q1 | $33K | Buy |
593
+235
| +66% | +$13.1K | ﹤0.01% | 3070 |
|
|
2021
Q4 | $18K | Sell |
358
-225
| -39% | -$11.3K | ﹤0.01% | 3346 |
|
|
2021
Q3 | $25K | Buy |
+583
| New | +$25K | ﹤0.01% | 3008 |
|