Farther Finance 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 | $515K | Buy |
7,528
+670
| +10% | +$45.8K | 0.01% | 890 |
|
|
2025
Q1 | $421K | Buy |
6,858
+558
| +9% | +$34.2K | 0.01% | 855 |
|
|
2024
Q4 | $330K | Sell |
6,300
-544
| -8% | -$28.5K | 0.01% | 763 |
|
|
2024
Q3 | $219K | Buy |
6,844
+544
| +9% | +$17.4K | 0.01% | 956 |
|
|
2024
Q2 | $264K | Sell |
6,300
-41
| -0.6% | -$1.72K | 0.01% | 715 |
|
|
2024
Q1 | $209K | Hold |
6,341
| – | – | 0.01% | 672 |
|
|
2023
Q4 | $201K | Hold |
6,341
| – | – | 0.01% | 553 |
|
|
2023
Q3 | $147K | Hold |
6,341
| – | – | 0.02% | 443 |
|
|
2023
Q2 | $180K | Buy |
+6,341
| New | +$180K | 0.04% | 329 |
|