Guggenheim Capital’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
Sell
-27,159
Closed -$1.68M 1594
2025
Q1
$1.68M Sell
27,159
-195
-0.7% -$12K 0.02% 686
2024
Q4
$1.43M Sell
27,354
-225
-0.8% -$11.8K 0.01% 765
2024
Q3
$883K Buy
27,579
+1,311
+5% +$42K 0.01% 1158
2024
Q2
$1.09M Buy
+26,268
New +$1.09M 0.01% 1078