Founders Financial Securities’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
11,249
+2,616
| +30% | +$240K | 0.08% | 225 |
|
|
2025
Q1 | $724K | Buy |
8,633
+454
| +6% | +$38.1K | 0.06% | 264 |
|
|
2024
Q4 | $746K | Buy |
8,179
+294
| +4% | +$26.8K | 0.07% | 218 |
|
|
2024
Q3 | $769K | Buy |
7,885
+2,139
| +37% | +$209K | 0.07% | 207 |
|
|
2024
Q2 | $447K | Sell |
5,746
-504
| -8% | -$39.2K | 0.04% | 299 |
|
|
2024
Q1 | $571K | Buy |
6,250
+143
| +2% | +$13.1K | 0.06% | 241 |
|
|
2023
Q4 | $586K | Buy |
6,107
+219
| +4% | +$21K | 0.07% | 226 |
|
|
2023
Q3 | $537K | Sell |
5,888
-261
| -4% | -$23.8K | 0.07% | 207 |
|
|
2023
Q2 | $609K | Buy |
6,149
+1,071
| +21% | +$106K | 0.08% | 187 |
|
|
2023
Q1 | $529K | Sell |
5,078
-418
| -8% | -$43.5K | 0.08% | 197 |
|
|
2022
Q4 | $545K | Sell |
5,496
-838
| -13% | -$83.1K | 0.09% | 189 |
|
|
2022
Q3 | $534K | Buy |
6,334
+1,227
| +24% | +$103K | 0.09% | 171 |
|
|
2022
Q2 | $390K | Sell |
5,107
-1,246
| -20% | -$95.2K | 0.08% | 180 |
|
|
2022
Q1 | $578K | Sell |
6,353
-28
| -0.4% | -$2.55K | 0.1% | 161 |
|
|
2021
Q4 | $746K | Buy |
6,381
+19
| +0.3% | +$2.22K | 0.13% | 130 |
|
|
2021
Q3 | $702K | Sell |
6,362
-38
| -0.6% | -$4.19K | 0.14% | 132 |
|
|
2021
Q2 | $716K | Buy |
6,400
+25
| +0.4% | +$2.8K | 0.14% | 143 |
|
|
2021
Q1 | $697K | Buy |
6,375
+3,097
| +94% | +$339K | 0.16% | 130 |
|
|
2020
Q4 | $351K | Buy |
+3,278
| New | +$351K | 0.08% | 153 |
|
|
2019
Q2 | – | Sell |
-11,885
| Closed | -$884K | – | 124 |
|
|
2019
Q1 | $884K | Sell |
11,885
-355
| -3% | -$26.4K | 0.28% | 61 |
|
|
2018
Q4 | $788K | Sell |
12,240
-639
| -5% | -$41.1K | 0.29% | 58 |
|
|
2018
Q3 | $732K | Buy |
+12,879
| New | +$732K | 0.2% | 69 |
|