IFP Advisors’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 | $254K | Buy |
3,710
+688
| +23% | +$47K | 0.01% | 1150 |
|
|
2025
Q1 | $187K | Buy |
3,022
+155
| +5% | +$9.57K | 0.01% | 1207 |
|
|
2024
Q4 | $150K | Sell |
2,867
-1,740
| -38% | -$91.1K | ﹤0.01% | 1278 |
|
|
2024
Q3 | $148K | Buy |
4,607
+893
| +24% | +$28.6K | 0.01% | 1232 |
|
|
2024
Q2 | $154K | Buy |
3,714
+291
| +9% | +$12K | 0.01% | 1166 |
|
|
2024
Q1 | $113K | Buy |
3,423
+296
| +9% | +$9.77K | 0.01% | 1241 |
|
|
2023
Q4 | $99K | Buy |
3,127
+1,004
| +47% | +$31.8K | ﹤0.01% | 1247 |
|
|
2023
Q3 | $49.4K | Buy |
2,123
+37
| +2% | +$860 | ﹤0.01% | 1557 |
|
|
2023
Q2 | $59.3K | Buy |
2,086
+7
| +0.3% | +$199 | ﹤0.01% | 1532 |
|
|
2023
Q1 | $76.3K | Sell |
2,079
-556
| -21% | -$20.4K | ﹤0.01% | 1386 |
|
|
2022
Q4 | $96K | Sell |
2,635
-3,263
| -55% | -$119K | ﹤0.01% | 1760 |
|
|
2022
Q3 | $216K | Buy |
5,898
+61
| +1% | +$2.23K | 0.01% | 1360 |
|
|
2022
Q2 | $214K | Hold |
5,837
| – | – | 0.01% | 1240 |
|
|
2022
Q1 | $214K | Buy |
5,837
+5,515
| +1,713% | +$202K | 0.01% | 1240 |
|
|
2021
Q4 | $16K | Buy |
+322
| New | +$16K | ﹤0.01% | 1996 |
|