Northern Financial 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 | $476K | Sell |
5,194
-128
| -2% | -$11.7K | 0.36% | 75 |
|
|
2025
Q1 | $522K | Sell |
5,322
-24
| -0.4% | -$2.35K | 0.43% | 68 |
|
|
2024
Q4 | $488K | Sell |
5,346
-670
| -11% | -$61.1K | 0.39% | 71 |
|
|
2024
Q3 | $587K | Sell |
6,016
-1,467
| -20% | -$143K | 0.45% | 68 |
|
|
2024
Q2 | $583K | Sell |
7,483
-20
| -0.3% | -$1.56K | 0.47% | 67 |
|
|
2024
Q1 | $686K | Sell |
7,503
-41
| -0.5% | -$3.75K | 0.54% | 63 |
|
|
2023
Q4 | $724K | Buy |
7,544
+980
| +15% | +$94.1K | 0.61% | 57 |
|
|
2023
Q3 | $599K | Buy |
6,564
+437
| +7% | +$39.9K | 0.55% | 57 |
|
|
2023
Q2 | $607K | Buy |
6,127
+13
| +0.2% | +$1.29K | 0.53% | 60 |
|
|
2023
Q1 | $637K | Sell |
6,114
-113
| -2% | -$11.8K | 0.6% | 55 |
|
|
2022
Q4 | $618K | Buy |
+6,227
| New | +$618K | 0.7% | 48 |
|