Lee Financial Group Hawaii’s Starbucks SBUX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-2,173	Closed	-$216K	–	39
2022 Q4	$216K	Sell	2,173 -632	-23%	-$59.6K	0.21%	27
2022 Q3	$236	Sell	2,805 -343	-11%	-$29.1K	0.19%	30
2022 Q2	$240K	Buy	3,148 +3	+0.1%	+$230	0.23%	29
2022 Q1	$286	Sell	3,145 -143	-4%	-$13.5K	0.2%	34
2021 Q4	$385K	Sell	3,288 -139	-4%	-$15.7K	0.28%	32
2021 Q3	$378K	Buy	3,427 +12	+0.4%	+$1.41K	0.28%	33
2021 Q2	$382K	Buy	3,415 +12	+0.4%	+$1.36K	0.28%	30
2021 Q1	$372K	Sell	3,403 -1,918	-36%	-$201K	0.31%	24
2020 Q4	$569K	Sell	5,321 -36,927	-87%	-$3.53M	0.48%	31
2020 Q3	$3.63M	Buy	42,248 +410	+1%	+$32.7K	3.01%	15
2020 Q2	$3.08M	Buy	+41,838	New	+$3.14M	2.65%	16