Lee Financial Group Hawaii’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,173
| Closed | -$216K | – | 39 |
|
|
2022
Q4 | $216K | Sell |
2,173
-632
| -23% | -$62.7K | 0.21% | 27 |
|
|
2022
Q3 | $236 | Sell |
2,805
-343
| -11% | -$29 | 0.19% | 30 |
|
|
2022
Q2 | $240K | Buy |
3,148
+3
| +0.1% | +$229 | 0.23% | 29 |
|
|
2022
Q1 | $286 | Sell |
3,145
-143
| -4% | -$13 | 0.2% | 34 |
|
|
2021
Q4 | $385K | Sell |
3,288
-139
| -4% | -$16.3K | 0.28% | 32 |
|
|
2021
Q3 | $378K | Buy |
3,427
+12
| +0.4% | +$1.32K | 0.28% | 33 |
|
|
2021
Q2 | $382K | Buy |
3,415
+12
| +0.4% | +$1.34K | 0.28% | 30 |
|
|
2021
Q1 | $372K | Sell |
3,403
-1,918
| -36% | -$210K | 0.31% | 24 |
|
|
2020
Q4 | $569K | Sell |
5,321
-36,927
| -87% | -$3.95M | 0.48% | 31 |
|
|
2020
Q3 | $3.63M | Buy |
42,248
+410
| +1% | +$35.2K | 3.01% | 15 |
|
|
2020
Q2 | $3.08M | Buy |
+41,838
| New | +$3.08M | 2.65% | 16 |
|