Financial Advocates Investment Management’s Starbucks SBUX Stock Holding History

Financial Advocates Investment Management’s Portfolio SBUX Stock Details SBUX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.41M	Sell	15,345 -8,533	-36%	-$782K	0.11%	175
2025 Q1	$2.34M	Sell	23,878 -9,207	-28%	-$903K	0.16%	148
2024 Q4	$3.02M	Sell	33,085 -3,401	-9%	-$310K	0.17%	135
2024 Q3	$3.56M	Sell	36,486 -1,451	-4%	-$141K	0.2%	112
2024 Q2	$2.95M	Sell	37,937 -1,039	-3%	-$80.9K	0.18%	121
2024 Q1	$3.56M	Sell	38,976 -451	-1%	-$41.2K	0.21%	112
2023 Q4	$3.79M	Buy	39,427 +2,608	+7%	+$250K	0.25%	95
2023 Q3	$3.36M	Buy	36,819 +581	+2%	+$53K	0.24%	103
2023 Q2	$3.59M	Sell	36,238 -2,621	-7%	-$260K	0.26%	97
2023 Q1	$4.05M	Buy	38,859 +524	+1%	+$54.6K	0.29%	81
2022 Q4	$3.8M	Buy	38,335 +4,861	+15%	+$482K	0.28%	89
2022 Q3	$2.82M	Sell	33,474 -5,663	-14%	-$477K	0.23%	115
2022 Q2	$2.99M	Buy	39,137 +1,642	+4%	+$125K	0.24%	110
2022 Q1	$3.41M	Sell	37,495 -16,477	-31%	-$1.5M	0.22%	108
2021 Q4	$6.31M	Buy	53,972 +20,221	+60%	+$2.37M	0.4%	46
2021 Q3	$3.72M	Sell	33,751 -13,038	-28%	-$1.44M	0.25%	105
2021 Q2	$5.23M	Sell	46,789 -2,105	-4%	-$235K	0.35%	55
2021 Q1	$5.34M	Sell	48,894 -438	-0.9%	-$47.9K	0.38%	53
2020 Q4	$5.28M	Sell	49,332 -242	-0.5%	-$25.9K	0.36%	60
2020 Q3	$4.26M	Sell	49,574 -46	-0.1%	-$3.95K	0.36%	58
2020 Q2	$3.77M	Buy	49,620 +3,246	+7%	+$246K	0.36%	63
2020 Q1	$3.05M	Buy	46,374 +1,030	+2%	+$67.7K	0.44%	59
2019 Q4	$3.99M	Sell	45,344 -17,946	-28%	-$1.58M	0.42%	56
2019 Q3	$5.6M	Sell	63,290 -2,360	-4%	-$209K	0.64%	32
2019 Q2	$5.5M	Buy	65,650 +1,806	+3%	+$151K	0.64%	33
2019 Q1	$4.75M	Sell	63,844 -8,389	-12%	-$624K	0.59%	40
2018 Q4	$4.65M	Sell	72,233 -694	-1%	-$44.7K	0.63%	39
2018 Q3	$4.15M	Sell	72,927 -3,137	-4%	-$178K	0.46%	51
2018 Q2	$3.73M	Buy	+76,064	New	+$3.73M	0.45%	55
2018 Q1	–	Sell	-61,219	Closed	-$3.52M	–	529
2017 Q4	$3.52M	Buy	+61,219	New	+$3.52M	0.48%	50