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 |
|