Financial Advocates Investment Management’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 | $1.65M | Buy |
24,110
+433
| +2% | +$29.6K | 0.13% | 152 |
|
|
2025
Q1 | $1.46M | Sell |
23,677
-983
| -4% | -$60.7K | 0.1% | 213 |
|
|
2024
Q4 | $1.29M | Sell |
24,660
-1,009
| -4% | -$52.9K | 0.07% | 244 |
|
|
2024
Q3 | $822K | Sell |
25,669
-1,482
| -5% | -$47.5K | 0.05% | 344 |
|
|
2024
Q2 | $1.12M | Sell |
27,151
-1,492
| -5% | -$61.8K | 0.07% | 265 |
|
|
2024
Q1 | $945K | Sell |
28,643
-810
| -3% | -$26.7K | 0.05% | 318 |
|
|
2023
Q4 | $933K | Sell |
29,453
-4,042
| -12% | -$128K | 0.06% | 300 |
|
|
2023
Q3 | $779K | Sell |
33,495
-265
| -0.8% | -$6.16K | 0.06% | 315 |
|
|
2023
Q2 | $960K | Buy |
33,760
+1,965
| +6% | +$55.9K | 0.07% | 274 |
|
|
2023
Q1 | $1.01M | Buy |
31,795
+2,700
| +9% | +$85.4K | 0.07% | 282 |
|
|
2022
Q4 | $820K | Sell |
29,095
-691
| -2% | -$19.5K | 0.06% | 327 |
|
|
2022
Q3 | $928K | Buy |
29,786
+1,561
| +6% | +$48.6K | 0.08% | 261 |
|
|
2022
Q2 | $893K | Buy |
28,225
+17,938
| +174% | +$568K | 0.07% | 282 |
|
|
2022
Q1 | $569K | Sell |
10,287
-14,708
| -59% | -$814K | 0.04% | 411 |
|
|
2021
Q4 | $1.27M | Buy |
24,995
+5,533
| +28% | +$282K | 0.08% | 277 |
|
|
2021
Q3 | $843K | Buy |
+19,462
| New | +$843K | 0.06% | 350 |
|