Delta Financial Advisors’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Buy |
22,283
+253
| +1% | +$23.2K | 0.72% | 46 |
|
|
2025
Q1 | $2.16M | Buy |
22,030
+40
| +0.2% | +$3.92K | 0.81% | 42 |
|
|
2024
Q4 | $2.01M | Sell |
21,990
-256
| -1% | -$23.4K | 0.75% | 45 |
|
|
2024
Q3 | $2.17M | Buy |
22,246
+2,569
| +13% | +$250K | 0.79% | 44 |
|
|
2024
Q2 | $1.53M | Sell |
19,677
-356
| -2% | -$27.7K | 0.59% | 55 |
|
|
2024
Q1 | $1.83M | Buy |
20,033
+645
| +3% | +$58.9K | 0.72% | 46 |
|
|
2023
Q4 | $1.86M | Sell |
19,388
-116
| -0.6% | -$11.1K | 0.81% | 42 |
|
|
2023
Q3 | $1.78M | Sell |
19,504
-56
| -0.3% | -$5.11K | 0.8% | 44 |
|
|
2023
Q2 | $1.94M | Sell |
19,560
-191
| -1% | -$18.9K | 0.86% | 41 |
|
|
2023
Q1 | $2.06M | Sell |
19,751
-176
| -0.9% | -$18.3K | 0.99% | 36 |
|
|
2022
Q4 | $1.98M | Buy |
19,927
+10
| +0.1% | +$992 | 0.96% | 38 |
|
|
2022
Q3 | $1.68M | Buy |
19,917
+102
| +0.5% | +$8.59K | 0.89% | 44 |
|
|
2022
Q2 | $1.51M | Sell |
19,815
-4
| -0% | -$306 | 0.76% | 51 |
|
|
2022
Q1 | $1.8M | Sell |
19,819
-216
| -1% | -$19.7K | 0.77% | 47 |
|
|
2021
Q4 | $2.34M | Buy |
20,035
+57
| +0.3% | +$6.67K | 0.96% | 33 |
|
|
2021
Q3 | $2.2M | Sell |
19,978
-114
| -0.6% | -$12.6K | 0.98% | 34 |
|
|
2021
Q2 | $2.25M | Buy |
20,092
+122
| +0.6% | +$13.6K | 0.99% | 35 |
|
|
2021
Q1 | $2.18M | Buy |
19,970
+4
| +0% | +$437 | 1.02% | 34 |
|
|
2020
Q4 | $2.14M | Buy |
19,966
+147
| +0.7% | +$15.7K | 1.07% | 28 |
|
|
2020
Q3 | $1.7M | Sell |
19,819
-674
| -3% | -$57.9K | 0.94% | 40 |
|
|
2020
Q2 | $1.51M | Sell |
20,493
-942
| -4% | -$69.3K | 0.89% | 45 |
|
|
2020
Q1 | $1.41M | Sell |
21,435
-4,170
| -16% | -$274K | 0.97% | 41 |
|
|
2019
Q4 | $2.25M | Buy |
25,605
+892
| +4% | +$78.4K | 0.88% | 45 |
|
|
2019
Q3 | $2.19M | Sell |
24,713
-176
| -0.7% | -$15.6K | 0.89% | 47 |
|
|
2019
Q2 | $2.09M | Buy |
+24,889
| New | +$2.09M | 0.86% | 49 |
|