Independent Financial Group’s Dutch Bros BROS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.26M | Buy |
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|
2025
Q4 | $1.47M | Sell |
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|
2025
Q3 | $1.4M | Buy |
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|
2025
Q2 | $1.36M | Sell |
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|
2025
Q1 | $1.52M | Sell |
|
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|
2024
Q4 | $1.42M | Sell |
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|
2024
Q3 | $959K | Buy |
|
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|
2024
Q2 | $1.04M | Buy |
|
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|
2024
Q1 | $678K | Buy |
|
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|
2023
Q4 | $489K | Sell |
|
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|
2023
Q3 | $375K | Buy |
|
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|
2023
Q2 | $365K | Buy |
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|
2023
Q1 | $378K | Sell |
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|
2022
Q4 | $384K | Buy |
|