LifeSteps Financial’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,055
| Closed | -$96.4K | – | 339 |
|
|
2024
Q1 | $96.4K | Buy |
+1,055
| New | +$96.4K | 0.07% | 111 |
|
|
2022
Q4 | – | Sell |
-2,637
| Closed | -$222K | – | 79 |
|
|
2022
Q3 | $222K | Buy |
2,637
+5
| +0.2% | +$421 | 0.25% | 67 |
|
|
2022
Q2 | $201K | Sell |
2,632
-45
| -2% | -$3.44K | 0.21% | 75 |
|
|
2022
Q1 | $244K | Buy |
2,677
+14
| +0.5% | +$1.28K | 0.18% | 75 |
|
|
2021
Q4 | $311K | Sell |
2,663
-56
| -2% | -$6.54K | 0.22% | 63 |
|
|
2021
Q3 | $300K | Buy |
2,719
+100
| +4% | +$11K | 0.23% | 63 |
|
|
2021
Q2 | $293K | Buy |
2,619
+56
| +2% | +$6.27K | 0.23% | 68 |
|
|
2021
Q1 | $280K | Hold |
2,563
| – | – | 0.23% | 70 |
|
|
2020
Q4 | $274K | Hold |
2,563
| – | – | 0.25% | 66 |
|
|
2020
Q3 | $220K | Buy |
+2,563
| New | +$220K | 0.23% | 73 |
|
|
2020
Q1 | – | Sell |
-2,563
| Closed | -$225K | – | 92 |
|
|
2019
Q4 | $225K | Buy |
+2,563
| New | +$225K | 0.21% | 84 |
|