Patriot Financial Group Insurance Agency’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96M | Buy |
21,403
+1,619
| +8% | +$148K | 0.23% | 115 |
|
|
2025
Q1 | $1.94M | Buy |
19,784
+666
| +3% | +$65.3K | 0.26% | 99 |
|
|
2024
Q4 | $1.74M | Buy |
19,118
+600
| +3% | +$54.8K | 0.23% | 98 |
|
|
2024
Q3 | $1.81M | Buy |
18,518
+660
| +4% | +$64.3K | 0.24% | 99 |
|
|
2024
Q2 | $1.39M | Buy |
17,858
+5,986
| +50% | +$466K | 0.2% | 112 |
|
|
2024
Q1 | $1.08M | Buy |
11,872
+3,698
| +45% | +$338K | 0.17% | 134 |
|
|
2023
Q4 | $785K | Buy |
8,174
+60
| +0.7% | +$5.76K | 0.15% | 160 |
|
|
2023
Q3 | $741K | Buy |
8,114
+352
| +5% | +$32.1K | 0.15% | 172 |
|
|
2023
Q2 | $769K | Buy |
7,762
+599
| +8% | +$59.3K | 0.14% | 169 |
|
|
2023
Q1 | $746K | Buy |
7,163
+605
| +9% | +$63K | 0.15% | 157 |
|
|
2022
Q4 | $651K | Sell |
6,558
-372
| -5% | -$36.9K | 0.09% | 160 |
|
|
2022
Q3 | $584K | Buy |
6,930
+2,684
| +63% | +$226K | 0.14% | 175 |
|
|
2022
Q2 | $324K | Buy |
4,246
+1,550
| +57% | +$118K | 0.07% | 287 |
|
|
2022
Q1 | $245K | Sell |
2,696
-885
| -25% | -$80.4K | 0.04% | 376 |
|
|
2021
Q4 | $419K | Sell |
3,581
-261
| -7% | -$30.5K | 0.07% | 276 |
|
|
2021
Q3 | $424K | Buy |
3,842
+75
| +2% | +$8.28K | 0.08% | 269 |
|
|
2021
Q2 | $421K | Buy |
3,767
+236
| +7% | +$26.4K | 0.08% | 266 |
|
|
2021
Q1 | $386K | Sell |
3,531
-1,040
| -23% | -$114K | 0.09% | 236 |
|
|
2020
Q4 | $489K | Buy |
4,571
+1,320
| +41% | +$141K | 0.12% | 182 |
|
|
2020
Q3 | $279K | Buy |
3,251
+66
| +2% | +$5.66K | 0.09% | 211 |
|
|
2020
Q2 | $234K | Buy |
3,185
+54
| +2% | +$3.97K | 0.09% | 209 |
|
|
2020
Q1 | $206K | Buy |
3,131
+724
| +30% | +$47.6K | 0.09% | 207 |
|
|
2019
Q4 | $212K | Sell |
2,407
-179
| -7% | -$15.8K | 0.08% | 213 |
|
|
2019
Q3 | $229K | Sell |
2,586
-398
| -13% | -$35.2K | 0.1% | 177 |
|
|
2019
Q2 | $255K | Sell |
2,984
-40
| -1% | -$3.42K | 0.11% | 160 |
|
|
2019
Q1 | $225K | Buy |
3,024
+1,949
| +181% | +$145K | 0.12% | 150 |
|
|
2018
Q4 | $69K | Buy |
1,075
+330
| +44% | +$21.2K | 0.05% | 274 |
|
|
2018
Q3 | $42K | Buy |
+745
| New | +$42K | 0.03% | 338 |
|
|
2018
Q2 | – | Sell |
-152
| Closed | -$9K | – | 868 |
|
|
2018
Q1 | $9K | Buy |
152
+10
| +7% | +$592 | 0.01% | 617 |
|
|
2017
Q4 | $8K | Hold |
142
| – | – | 0.01% | 629 |
|
|
2017
Q3 | $8K | Buy |
142
+100
| +238% | +$5.63K | 0.01% | 609 |
|
|
2017
Q2 | $2K | Buy |
+42
| New | +$2K | ﹤0.01% | 846 |
|