Kestra Private Wealth 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 | $2.17M | Buy |
31,710
+2,099
| +7% | +$144K | 0.03% | 477 |
|
|
2025
Q1 | $1.83M | Buy |
29,611
+991
| +3% | +$61.2K | 0.03% | 479 |
|
|
2024
Q4 | $1.5M | Buy |
28,620
+1,697
| +6% | +$88.9K | 0.03% | 515 |
|
|
2024
Q3 | $862K | Buy |
26,923
+478
| +2% | +$15.3K | 0.02% | 667 |
|
|
2024
Q2 | $1.09M | Buy |
26,445
+2,029
| +8% | +$84K | 0.02% | 545 |
|
|
2024
Q1 | $806K | Buy |
24,416
+906
| +4% | +$29.9K | 0.02% | 618 |
|
|
2023
Q4 | $745K | Buy |
23,510
+3,856
| +20% | +$122K | 0.02% | 603 |
|
|
2023
Q3 | $457K | Buy |
19,654
+995
| +5% | +$23.1K | 0.01% | 701 |
|
|
2023
Q2 | $531K | Buy |
18,659
+1,615
| +9% | +$45.9K | 0.02% | 613 |
|
|
2023
Q1 | $539K | Buy |
+17,044
| New | +$539K | 0.02% | 576 |
|
|
2022
Q2 | – | Sell |
-5,887
| Closed | -$325K | – | 930 |
|
|
2022
Q1 | $325K | Buy |
5,887
+840
| +17% | +$46.4K | 0.02% | 714 |
|
|
2021
Q4 | $257K | Buy |
+5,047
| New | +$257K | 0.01% | 828 |
|