Lantz Financial’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $366K | Buy |
3,993
+318
| +9% | +$29.1K | 0.09% | 167 |
|
|
2025
Q1 | $360K | Buy |
3,675
+793
| +28% | +$77.8K | 0.1% | 164 |
|
|
2024
Q4 | $263K | Sell |
2,882
-447
| -13% | -$40.8K | 0.07% | 190 |
|
|
2024
Q3 | $325K | Buy |
+3,329
| New | +$325K | 0.09% | 172 |
|
|
2023
Q2 | – | Sell |
-2,050
| Closed | -$213K | – | 196 |
|
|
2023
Q1 | $213K | Sell |
2,050
-204
| -9% | -$21.2K | 0.09% | 174 |
|
|
2022
Q4 | $224K | Buy |
+2,254
| New | +$224K | 0.1% | 164 |
|
|
2022
Q1 | – | Sell |
-2,538
| Closed | -$297K | – | 176 |
|
|
2021
Q4 | $297K | Buy |
2,538
+42
| +2% | +$4.92K | 0.14% | 128 |
|
|
2021
Q3 | $275K | Sell |
2,496
-518
| -17% | -$57.1K | 0.14% | 129 |
|
|
2021
Q2 | $337K | Buy |
3,014
+1
| +0% | +$112 | 0.17% | 112 |
|
|
2021
Q1 | $329K | Buy |
3,013
+444
| +17% | +$48.5K | 0.19% | 100 |
|
|
2020
Q4 | $275K | Buy |
+2,569
| New | +$275K | 0.17% | 102 |
|