IFP Advisors’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.15M | Sell |
45,012
-2,380
| -5% | -$219K | 0.12% | 187 |
|
|
2025
Q1 | $4.65M | Sell |
47,392
-2,635
| -5% | -$259K | 0.14% | 157 |
|
|
2024
Q4 | $4.57M | Buy |
50,027
+228
| +0.5% | +$20.8K | 0.15% | 146 |
|
|
2024
Q3 | $4.85M | Sell |
49,799
-13,919
| -22% | -$1.36M | 0.18% | 127 |
|
|
2024
Q2 | $4.96M | Sell |
63,718
-148
| -0.2% | -$11.5K | 0.2% | 113 |
|
|
2024
Q1 | $5.84M | Sell |
63,866
-559
| -0.9% | -$51.1K | 0.26% | 89 |
|
|
2023
Q4 | $6.19M | Sell |
64,425
-2,861
| -4% | -$275K | 0.29% | 76 |
|
|
2023
Q3 | $6.14M | Sell |
67,286
-12,314
| -15% | -$1.12M | 0.28% | 80 |
|
|
2023
Q2 | $7.89M | Buy |
79,600
+2,408
| +3% | +$239K | 0.33% | 63 |
|
|
2023
Q1 | $4.44M | Sell |
77,192
-15,858
| -17% | -$912K | 0.19% | 104 |
|
|
2022
Q4 | $5.48M | Buy |
93,050
+296
| +0.3% | +$17.4K | 0.15% | 125 |
|
|
2022
Q3 | $5.45M | Buy |
92,754
+4,595
| +5% | +$270K | 0.14% | 149 |
|
|
2022
Q2 | $5.18M | Hold |
88,159
| – | – | 0.17% | 133 |
|
|
2022
Q1 | $5.18M | Buy |
88,159
+9,689
| +12% | +$569K | 0.17% | 133 |
|
|
2021
Q4 | $9.21M | Buy |
78,470
+8,377
| +12% | +$983K | 0.18% | 60 |
|
|
2021
Q3 | $7.76M | Sell |
70,093
-5,584
| -7% | -$618K | 0.16% | 75 |
|
|
2021
Q2 | $8.45M | Buy |
75,677
+395
| +0.5% | +$44.1K | 0.17% | 64 |
|
|
2021
Q1 | $8.22M | Sell |
75,282
-365
| -0.5% | -$39.8K | 0.16% | 60 |
|
|
2020
Q4 | $8.11M | Buy |
75,647
+8,429
| +13% | +$904K | 0.33% | 49 |
|
|
2020
Q3 | $5.77M | Sell |
67,218
-2,192
| -3% | -$188K | 0.34% | 57 |
|
|
2020
Q2 | $5.09M | Buy |
69,410
+5,807
| +9% | +$426K | 0.4% | 53 |
|
|
2020
Q1 | $4.43M | Buy |
63,603
+4,083
| +7% | +$285K | 0.45% | 45 |
|
|
2019
Q4 | $5.25M | Sell |
59,520
-4,062
| -6% | -$358K | 0.39% | 53 |
|
|
2019
Q3 | $5.63M | Buy |
+63,582
| New | +$5.63M | 0.38% | 59 |
|
|
2019
Q1 | $1.93M | Sell |
26,099
-54,994
| -68% | -$4.08M | 0.26% | 88 |
|
|
2018
Q4 | $5.14M | Sell |
81,093
-954
| -1% | -$60.5K | 0.31% | 70 |
|
|
2018
Q3 | $4.66M | Sell |
82,047
-1,916
| -2% | -$109K | 0.19% | 120 |
|
|
2018
Q2 | $4.1M | Buy |
83,963
+3,855
| +5% | +$188K | 0.17% | 134 |
|
|
2018
Q1 | $4.6M | Hold |
80,108
| – | – | 0.21% | 104 |
|
|
2017
Q4 | $4.6M | Sell |
80,108
-26,112
| -25% | -$1.5M | 0.21% | 104 |
|
|
2017
Q3 | $5.71M | Buy |
106,220
+2,635
| +3% | +$142K | 0.23% | 94 |
|
|
2017
Q2 | $6.04M | Buy |
103,585
+10,744
| +12% | +$626K | 0.26% | 84 |
|
|
2017
Q1 | $5.42M | Buy |
92,841
+883
| +1% | +$51.6K | 0.24% | 94 |
|
|
2016
Q4 | $5.11M | Sell |
91,958
-5,177
| -5% | -$287K | 0.25% | 89 |
|
|
2016
Q3 | $5.26M | Buy |
97,135
+2,269
| +2% | +$123K | 0.27% | 75 |
|
|
2016
Q2 | $5.42M | Buy |
94,866
+68,767
| +263% | +$3.93M | 0.3% | 71 |
|
|
2016
Q1 | $1.93M | Sell |
26,099
-83,771
| -76% | -$6.21M | 0.26% | 88 |
|
|
2015
Q4 | $6.6M | Buy |
+109,870
| New | +$6.6M | 0.44% | 48 |
|