Lido Advisors’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.3M | Buy |
166,556
+11,877
| +8% | +$1.09M | 0.06% | 179 |
|
|
2025
Q1 | $15.2M | Buy |
154,679
+27,190
| +21% | +$2.67M | 0.07% | 166 |
|
|
2024
Q4 | $11.6M | Buy |
127,489
+8,524
| +7% | +$778K | 0.05% | 190 |
|
|
2024
Q3 | $11.6M | Buy |
118,965
+3,998
| +3% | +$390K | 0.06% | 173 |
|
|
2024
Q2 | $8.95M | Sell |
114,967
-4,656
| -4% | -$362K | 0.05% | 185 |
|
|
2024
Q1 | $10.9M | Sell |
119,623
-16,622
| -12% | -$1.52M | 0.06% | 152 |
|
|
2023
Q4 | $13.1M | Buy |
136,245
+7,658
| +6% | +$735K | 0.09% | 118 |
|
|
2023
Q3 | $11.7M | Buy |
128,587
+919
| +0.7% | +$83.9K | 0.09% | 117 |
|
|
2023
Q2 | $12.6M | Buy |
127,668
+7,188
| +6% | +$712K | 0.09% | 121 |
|
|
2023
Q1 | $12.5M | Sell |
120,480
-1,357
| -1% | -$141K | 0.12% | 98 |
|
|
2022
Q4 | $12.1M | Buy |
121,837
+37,065
| +44% | +$3.68M | 0.15% | 75 |
|
|
2022
Q3 | $7.14M | Buy |
84,772
+35,354
| +72% | +$2.98M | 0.09% | 107 |
|
|
2022
Q2 | $3.78M | Sell |
49,418
-92
| -0.2% | -$7.03K | 0.05% | 139 |
|
|
2022
Q1 | $4.5M | Buy |
49,510
+1,257
| +3% | +$114K | 0.05% | 143 |
|
|
2021
Q4 | $5.64M | Buy |
48,253
+2,772
| +6% | +$324K | 0.06% | 141 |
|
|
2021
Q3 | $5.1M | Buy |
45,481
+12,563
| +38% | +$1.41M | 0.07% | 137 |
|
|
2021
Q2 | $3.68M | Buy |
32,918
+3,960
| +14% | +$443K | 0.05% | 163 |
|
|
2021
Q1 | $3.16M | Buy |
28,958
+1,595
| +6% | +$174K | 0.05% | 157 |
|
|
2020
Q4 | $2.93M | Buy |
27,363
+1,937
| +8% | +$207K | 0.06% | 153 |
|
|
2020
Q3 | $2.19M | Sell |
25,426
-1,646
| -6% | -$141K | 0.06% | 143 |
|
|
2020
Q2 | $1.99M | Buy |
27,072
+674
| +3% | +$49.6K | 0.06% | 144 |
|
|
2020
Q1 | $1.74M | Sell |
26,398
-4,208
| -14% | -$277K | 0.07% | 132 |
|
|
2019
Q4 | $2.69M | Buy |
30,606
+6,645
| +28% | +$584K | 0.11% | 104 |
|
|
2019
Q3 | $2.12M | Buy |
23,961
+819
| +4% | +$72.4K | 0.11% | 101 |
|
|
2019
Q2 | $1.94M | Sell |
23,142
-16,440
| -42% | -$1.38M | 0.11% | 101 |
|
|
2019
Q1 | $2.94M | Buy |
39,582
+797
| +2% | +$59.2K | 0.19% | 73 |
|
|
2018
Q4 | $2.5M | Buy |
38,785
+6,608
| +21% | +$425K | 0.25% | 55 |
|
|
2018
Q3 | $1.83M | Buy |
32,177
+17,502
| +119% | +$994K | 0.18% | 73 |
|
|
2018
Q2 | $716K | Sell |
14,675
-3,656
| -20% | -$178K | 0.08% | 144 |
|
|
2018
Q1 | $1.06M | Buy |
18,331
+6,375
| +53% | +$369K | 0.15% | 87 |
|
|
2017
Q4 | $686K | Buy |
11,956
+62
| +0.5% | +$3.56K | 0.1% | 108 |
|
|
2017
Q3 | $652K | Sell |
11,894
-818
| -6% | -$44.8K | 0.1% | 111 |
|
|
2017
Q2 | $741K | Buy |
12,712
+50
| +0.4% | +$2.92K | 0.15% | 83 |
|
|
2017
Q1 | $772K | Buy |
12,662
+3,403
| +37% | +$207K | 0.21% | 74 |
|
|
2016
Q4 | $514K | Sell |
9,259
-3,475
| -27% | -$193K | 0.13% | 88 |
|
|
2016
Q3 | $689K | Sell |
12,734
-7,625
| -37% | -$413K | 0.21% | 49 |
|
|
2016
Q2 | $1.16M | Buy |
20,359
+2,118
| +12% | +$121K | 0.36% | 24 |
|
|
2016
Q1 | $1.09M | Buy |
+18,241
| New | +$1.09M | 0.37% | 26 |
|