Kestra Advisory Services’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 | $1.41M | Buy |
20,556
+12,953
| +170% | +$886K | 0.01% | 1283 |
|
|
2025
Q1 | $469K | Buy |
7,603
+216
| +3% | +$13.3K | ﹤0.01% | 1852 |
|
|
2024
Q4 | $387K | Buy |
7,387
+342
| +5% | +$17.9K | ﹤0.01% | 2040 |
|
|
2024
Q3 | $226K | Sell |
7,045
-9,647
| -58% | -$309K | ﹤0.01% | 2281 |
|
|
2024
Q2 | $691K | Buy |
+16,692
| New | +$691K | ﹤0.01% | 1556 |
|
|
2023
Q3 | – | Sell |
-21,687
| Closed | -$617K | – | 2122 |
|
|
2023
Q2 | $617K | Sell |
21,687
-1,298
| -6% | -$36.9K | 0.01% | 1221 |
|
|
2023
Q1 | $727K | Sell |
22,985
-5,660
| -20% | -$179K | 0.01% | 1090 |
|
|
2022
Q4 | $808K | Sell |
28,645
-16,306
| -36% | -$460K | 0.01% | 1156 |
|
|
2022
Q3 | $1.4M | Buy |
44,951
+6,766
| +18% | +$211K | 0.02% | 817 |
|
|
2022
Q2 | $1.21M | Sell |
38,185
-52,010
| -58% | -$1.65M | 0.01% | 884 |
|
|
2022
Q1 | $4.99M | Buy |
90,195
+13,645
| +18% | +$754K | 0.05% | 373 |
|
|
2021
Q4 | $3.9M | Buy |
76,550
+18,339
| +32% | +$934K | 0.04% | 447 |
|
|
2021
Q3 | $2.52M | Buy |
+58,211
| New | +$2.52M | 0.03% | 618 |
|