Financial Advocates Investment Management’s Dutch Bros BROS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $1.65M | Buy |
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|
2025
Q1 | $1.46M | Sell |
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|
2024
Q4 | $1.29M | Sell |
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|
2024
Q3 | $822K | Sell |
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|
2024
Q2 | $1.12M | Sell |
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|
2024
Q1 | $945K | Sell |
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|
2023
Q4 | $933K | Sell |
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|
2023
Q3 | $779K | Sell |
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|
2023
Q2 | $960K | Buy |
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|
2023
Q1 | $1.01M | Buy |
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|
2022
Q4 | $820K | Sell |
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|
2022
Q3 | $928K | Buy |
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|
2022
Q2 | $893K | Buy |
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|
2022
Q1 | $569K | Sell |
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|
2021
Q4 | $1.27M | Buy |
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|
2021
Q3 | $843K | Buy |
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