Lakeshore Financial Planning’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $210K | Buy |
2,297
+5
| +0.2% | +$458 | 0.08% | 73 |
|
|
2025
Q1 | $225K | Buy |
2,292
+3
| +0.1% | +$294 | 0.09% | 66 |
|
|
2024
Q4 | $209K | Buy |
2,289
+4
| +0.2% | +$365 | 0.09% | 73 |
|
|
2024
Q3 | $223K | Buy |
+2,285
| New | +$223K | 0.1% | 67 |
|
|
2024
Q2 | – | Sell |
-2,252
| Closed | -$206K | – | 71 |
|
|
2024
Q1 | $206K | Buy |
2,252
+2
| +0.1% | +$183 | 0.1% | 65 |
|
|
2023
Q4 | $216K | Buy |
2,250
+4
| +0.2% | +$384 | 0.12% | 54 |
|
|
2023
Q3 | $205K | Buy |
+2,246
| New | +$205K | 0.12% | 58 |
|