LPL Financial’s Dutch Bros BROS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.5M | Buy |
489,541
+141,566
| +41% | +$9.68M | 0.01% | 962 |
|
|
2025
Q1 | $21.5M | Buy |
347,975
+38,585
| +12% | +$2.38M | 0.01% | 1109 |
|
|
2024
Q4 | $16.2M | Sell |
309,390
-3,931
| -1% | -$206K | 0.01% | 1207 |
|
|
2024
Q3 | $10M | Sell |
313,321
-33,842
| -10% | -$1.08M | ﹤0.01% | 1460 |
|
|
2024
Q2 | $14.4M | Sell |
347,163
-7,237
| -2% | -$300K | 0.01% | 1138 |
|
|
2024
Q1 | $11.7M | Sell |
354,400
-13,580
| -4% | -$448K | 0.01% | 1231 |
|
|
2023
Q4 | $11.7M | Buy |
367,980
+8,611
| +2% | +$273K | 0.01% | 1155 |
|
|
2023
Q3 | $8.36M | Buy |
359,369
+11,139
| +3% | +$259K | 0.01% | 1269 |
|
|
2023
Q2 | $9.91M | Buy |
348,230
+28,781
| +9% | +$819K | 0.01% | 1142 |
|
|
2023
Q1 | $10.1M | Sell |
319,449
-2,564
| -0.8% | -$81.1K | 0.01% | 1071 |
|
|
2022
Q4 | $9.08M | Buy |
322,013
+1,052
| +0.3% | +$29.7K | 0.01% | 1082 |
|
|
2022
Q3 | $10M | Sell |
320,961
-5,479
| -2% | -$171K | 0.01% | 952 |
|
|
2022
Q2 | $10.3M | Buy |
+326,440
| New | +$10.3M | 0.01% | 942 |
|
|
2022
Q1 | – | Sell |
-164,430
| Closed | -$8.37M | – | 4189 |
|
|
2021
Q4 | $8.37M | Buy |
164,430
+98,666
| +150% | +$5.02M | 0.01% | 1131 |
|
|
2021
Q3 | $2.85M | Buy |
+65,764
| New | +$2.85M | ﹤0.01% | 1780 |
|