JNBA Financial 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 | $205K | Hold |
2,232
| – | – | 0.02% | 176 |
|
|
2025
Q1 | $219K | Sell |
2,232
-108
| -5% | -$10.6K | 0.02% | 173 |
|
|
2024
Q4 | $214K | Hold |
2,340
| – | – | 0.02% | 173 |
|
|
2024
Q3 | $228K | Sell |
2,340
-321
| -12% | -$31.3K | 0.02% | 176 |
|
|
2024
Q2 | $207K | Hold |
2,661
| – | – | 0.02% | 184 |
|
|
2024
Q1 | $243K | Hold |
2,661
| – | – | 0.03% | 177 |
|
|
2023
Q4 | $255K | Sell |
2,661
-20
| -0.7% | -$1.92K | 0.03% | 180 |
|
|
2023
Q3 | $245K | Buy |
2,681
+20
| +0.8% | +$1.83K | 0.03% | 175 |
|
|
2023
Q2 | $264K | Buy |
2,661
+25
| +0.9% | +$2.48K | 0.03% | 175 |
|
|
2023
Q1 | $274K | Buy |
2,636
+56
| +2% | +$5.83K | 0.04% | 171 |
|
|
2022
Q4 | $256K | Sell |
2,580
-136
| -5% | -$13.5K | 0.04% | 171 |
|
|
2022
Q3 | $229K | Sell |
2,716
-76
| -3% | -$6.41K | 0.04% | 174 |
|
|
2022
Q2 | $213K | Sell |
2,792
-694
| -20% | -$52.9K | 0.03% | 177 |
|
|
2022
Q1 | $317K | Sell |
3,486
-39
| -1% | -$3.55K | 0.04% | 157 |
|
|
2021
Q4 | $412K | Buy |
3,525
+215
| +6% | +$25.1K | 0.05% | 143 |
|
|
2021
Q3 | $365K | Hold |
3,310
| – | – | 0.05% | 145 |
|
|
2021
Q2 | $370K | Sell |
3,310
-50
| -1% | -$5.59K | 0.05% | 144 |
|
|
2021
Q1 | $367K | Buy |
3,360
+436
| +15% | +$47.6K | 0.05% | 137 |
|
|
2020
Q4 | $313K | Buy |
2,924
+264
| +10% | +$28.3K | 0.05% | 140 |
|
|
2020
Q3 | $229K | Buy |
2,660
+24
| +0.9% | +$2.07K | 0.05% | 146 |
|
|
2020
Q2 | $194K | Sell |
2,636
-80
| -3% | -$5.89K | 0.04% | 153 |
|
|
2020
Q1 | $179K | Buy |
2,716
+325
| +14% | +$21.4K | 0.04% | 150 |
|
|
2019
Q4 | $210K | Hold |
2,391
| – | – | 0.04% | 148 |
|
|
2019
Q3 | $211K | Buy |
2,391
+50
| +2% | +$4.41K | 0.04% | 142 |
|
|
2019
Q2 | $196K | Sell |
2,341
-29
| -1% | -$2.43K | 0.04% | 147 |
|
|
2019
Q1 | $176K | Sell |
2,370
-291
| -11% | -$21.6K | 0.04% | 147 |
|
|
2018
Q4 | $171K | Buy |
2,661
+830
| +45% | +$53.3K | 0.04% | 135 |
|
|
2018
Q3 | $104K | Sell |
1,831
-794
| -30% | -$45.1K | 0.05% | 177 |
|
|
2018
Q2 | $128K | Hold |
2,625
| – | – | 0.03% | 154 |
|
|
2018
Q1 | $152K | Hold |
2,625
| – | – | 0.03% | 142 |
|
|
2017
Q4 | $151K | Sell |
2,625
-50
| -2% | -$2.88K | 0.03% | 141 |
|
|
2017
Q3 | $144K | Buy |
2,675
+250
| +10% | +$13.5K | 0.03% | 138 |
|
|
2017
Q2 | $141K | Sell |
2,425
-440
| -15% | -$25.6K | 0.03% | 141 |
|
|
2017
Q1 | $167K | Hold |
2,865
| – | – | 0.04% | 131 |
|
|
2016
Q4 | $159K | Sell |
2,865
-3,565
| -55% | -$198K | 0.04% | 130 |
|
|
2016
Q3 | $348K | Buy |
6,430
+3,990
| +164% | +$216K | 0.05% | 139 |
|
|
2016
Q2 | $139K | Sell |
2,440
-108
| -4% | -$6.15K | 0.04% | 149 |
|
|
2016
Q1 | $152K | Buy |
2,548
+108
| +4% | +$6.44K | 0.05% | 122 |
|
|
2015
Q4 | $146K | Hold |
2,440
| – | – | 0.06% | 123 |
|
|
2015
Q3 | $139K | Buy |
2,440
+800
| +49% | +$45.6K | 0.06% | 115 |
|
|
2015
Q2 | $88K | Sell |
1,640
-800
| -33% | -$42.9K | 0.03% | 143 |
|
|
2015
Q1 | $116K | Sell |
2,440
-1,000
| -29% | -$47.5K | 0.04% | 122 |
|
|
2014
Q4 | $141K | Buy |
3,440
+400
| +13% | +$16.4K | 0.06% | 112 |
|
|
2014
Q3 | $115K | Buy |
3,040
+1,600
| +111% | +$60.5K | 0.05% | 122 |
|
|
2014
Q2 | $56K | Hold |
1,440
| – | – | 0.03% | 172 |
|
|
2014
Q1 | $53K | Hold |
1,440
| – | – | 0.03% | 165 |
|
|
2013
Q4 | $56K | Buy |
1,440
+1,000
| +227% | +$38.9K | 0.03% | 158 |
|
|
2013
Q3 | $17K | Hold |
440
| – | – | 0.01% | 253 |
|
|
2013
Q2 | $14K | Buy |
+440
| New | +$14K | 0.01% | 234 |
|