JSF Financial’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-2,144
| Closed | -$210K | – | 135 |
|
2025
Q1 | $210K | Sell |
2,144
-184
| -8% | -$18.1K | 0.06% | 115 |
|
2024
Q4 | $212K | Buy |
+2,328
| New | +$212K | 0.06% | 117 |
|
2023
Q3 | – | Sell |
-2,024
| Closed | -$200K | – | 113 |
|
2023
Q2 | $200K | Sell |
2,024
-20
| -1% | -$1.98K | 0.07% | 103 |
|
2023
Q1 | $213K | Sell |
2,044
-121
| -6% | -$12.6K | 0.08% | 109 |
|
2022
Q4 | $215K | Buy |
+2,165
| New | +$215K | 0.08% | 105 |
|
2022
Q1 | – | Sell |
-2,129
| Closed | -$249K | – | 139 |
|
2021
Q4 | $249K | Sell |
2,129
-1,417
| -40% | -$166K | 0.12% | 91 |
|
2021
Q3 | $391K | Buy |
3,546
+1,372
| +63% | +$151K | 0.19% | 56 |
|
2021
Q2 | $243K | Buy |
2,174
+94
| +5% | +$10.5K | 0.14% | 87 |
|
2021
Q1 | $227K | Sell |
2,080
-101
| -5% | -$11K | 0.14% | 85 |
|
2020
Q4 | $233K | Buy |
+2,181
| New | +$233K | 0.16% | 75 |
|