Lockerman Financial Group’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 |
-2,266
| Closed | -$207K | – | 112 |
|
|
2024
Q1 | $207K | Hold |
2,266
| – | – | 0.4% | 104 |
|
|
2023
Q4 | $218K | Sell |
2,266
-34
| -1% | -$3.26K | 0.5% | 78 |
|
|
2023
Q3 | $210K | Hold |
2,300
| – | – | 0.56% | 72 |
|
|
2023
Q2 | $228K | Hold |
2,300
| – | – | 0.63% | 60 |
|
|
2023
Q1 | $239K | Hold |
2,300
| – | – | 0.66% | 56 |
|
|
2022
Q4 | $228K | Buy |
+2,300
| New | +$228K | 0.67% | 61 |
|