Concourse Financial Group Securities’s Dutch Bros BROS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-600
| Closed | -$36.1K | – | 1072 |
|
|
2024
Q4 | $36.1K | Buy |
600
+100
| +20% | +$6.02K | ﹤0.01% | 1335 |
|
|
2024
Q3 | $16K | Hold |
500
| – | – | ﹤0.01% | 1567 |
|
|
2024
Q2 | $20.7K | Hold |
500
| – | – | ﹤0.01% | 1503 |
|
|
2024
Q1 | $16.5K | Hold |
500
| – | – | ﹤0.01% | 1566 |
|
|
2023
Q4 | $15.8K | Hold |
500
| – | – | ﹤0.01% | 1550 |
|
|
2023
Q3 | $11.6K | Buy |
+500
| New | +$11.6K | ﹤0.01% | 1598 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 3057 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 3031 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 2974 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 2760 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 2832 |
|
|
2022
Q1 | – | Sell |
-137
| Closed | -$7K | – | 2790 |
|
|
2021
Q4 | $7K | Hold |
137
| – | – | ﹤0.01% | 1943 |
|
|
2021
Q3 | $6K | Buy |
+137
| New | +$6K | ﹤0.01% | 2008 |
|