Key Financial Inc’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $292K | Sell |
3,187
-150
| -4% | -$13.7K | 0.06% | 228 |
|
|
2025
Q1 | $327K | Hold |
3,337
| – | – | 0.07% | 204 |
|
|
2024
Q4 | $305K | Hold |
3,337
| – | – | 0.07% | 199 |
|
|
2024
Q3 | $325K | Buy |
3,337
+184
| +6% | +$17.9K | 0.07% | 199 |
|
|
2024
Q2 | $245K | Buy |
3,153
+150
| +5% | +$11.7K | 0.06% | 213 |
|
|
2024
Q1 | $274K | Hold |
3,003
| – | – | 0.07% | 198 |
|
|
2023
Q4 | $288K | Hold |
3,003
| – | – | 0.08% | 180 |
|
|
2023
Q3 | $274K | Buy |
3,003
+26
| +0.9% | +$2.37K | 0.09% | 171 |
|
|
2023
Q2 | $295K | Buy |
2,977
+75
| +3% | +$7.43K | 0.1% | 161 |
|
|
2023
Q1 | $302K | Hold |
2,902
| – | – | 0.11% | 150 |
|
|
2022
Q4 | $245K | Hold |
2,902
| – | – | 0.12% | 142 |
|
|
2022
Q3 | $245K | Buy |
2,902
+93
| +3% | +$7.85K | 0.12% | 144 |
|
|
2022
Q2 | $223K | Sell |
2,809
-144
| -5% | -$11.4K | 0.12% | 140 |
|
|
2022
Q1 | $269K | Buy |
2,953
+240
| +9% | +$21.9K | 0.13% | 125 |
|
|
2021
Q4 | $317K | Buy |
2,713
+81
| +3% | +$9.46K | 0.16% | 111 |
|
|
2021
Q3 | $290K | Hold |
2,632
| – | – | 0.16% | 113 |
|
|
2021
Q2 | $320K | Buy |
2,632
+250
| +10% | +$30.4K | 0.18% | 108 |
|
|
2021
Q1 | $260K | Buy |
2,382
+150
| +7% | +$16.4K | 0.17% | 117 |
|
|
2020
Q4 | $239K | Sell |
2,232
-300
| -12% | -$32.1K | 0.18% | 107 |
|
|
2020
Q3 | $218K | Buy |
+2,532
| New | +$218K | 0.22% | 103 |
|
|
2020
Q2 | – | Sell |
-2,532
| Closed | -$172K | – | 520 |
|
|
2020
Q1 | $172K | Hold |
2,532
| – | – | 0.18% | 103 |
|
|
2019
Q4 | $223K | Buy |
+2,532
| New | +$223K | 0.21% | 102 |
|