New Century Financial Group’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,828
| Closed | -$572K | – | 140 |
|
|
2025
Q1 | $572K | Sell |
5,828
-480
| -8% | -$47.1K | 0.66% | 50 |
|
|
2024
Q4 | $584K | Sell |
6,308
-861
| -12% | -$79.7K | 0.25% | 120 |
|
|
2024
Q3 | $699K | Sell |
7,169
-427
| -6% | -$41.6K | 0.26% | 121 |
|
|
2024
Q2 | $591K | Buy |
7,596
+2,286
| +43% | +$178K | 0.25% | 119 |
|
|
2024
Q1 | $485K | Buy |
5,310
+348
| +7% | +$31.8K | 0.34% | 98 |
|
|
2023
Q4 | $476K | Buy |
+4,962
| New | +$476K | 0.41% | 86 |
|