Jones Financial Companies’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
$3.18M Buy
45,923
+8,481
+23% +$588K ﹤0.01% 625
2025
Q1
$2.34M Buy
37,442
+10,152
+37% +$635K ﹤0.01% 620
2024
Q4
$1.43M Buy
27,290
+15,100
+124% +$791K ﹤0.01% 649
2024
Q3
$396K Buy
12,190
+8,908
+271% +$289K ﹤0.01% 902
2024
Q2
$136K Buy
3,282
+1,299
+66% +$53.8K ﹤0.01% 945
2024
Q1
$65.4K Buy
+1,983
New +$65.4K ﹤0.01% 684