Kestra Advisory Services’s Dutch Bros BROS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.05M | Sell |
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|
2025
Q2 | $1.41M | Buy |
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|
2025
Q1 | $469K | Buy |
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|
2024
Q4 | $387K | Buy |
|
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|
2024
Q3 | $226K | Sell |
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|
2024
Q2 | $691K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $617K | Sell |
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|
2023
Q1 | $727K | Sell |
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|
2022
Q4 | $808K | Sell |
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|
2022
Q3 | $1.4M | Buy |
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|
2022
Q2 | $1.21M | Sell |
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|
2022
Q1 | $4.99M | Buy |
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|
2021
Q4 | $3.9M | Buy |
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|
2021
Q3 | $2.52M | Buy |
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