Phoenix Financial’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 |
-7,140
| Closed | -$704K | – | 441 |
|
|
2025
Q1 | $704K | Buy |
+7,140
| New | +$704K | 0.01% | 236 |
|
|
2024
Q1 | – | Sell |
-24,707
| Closed | -$2.67M | – | 444 |
|
|
2023
Q4 | $2.67M | Buy |
24,707
+5,003
| +25% | +$541K | 0.04% | 171 |
|
|
2023
Q3 | $1.8M | Sell |
19,704
-732
| -4% | -$66.8K | 0.03% | 182 |
|
|
2023
Q2 | $2.02M | Buy |
20,436
+3,151
| +18% | +$312K | 0.04% | 158 |
|
|
2023
Q1 | $1.8M | Buy |
17,285
+4,334
| +33% | +$451K | 0.04% | 152 |
|
|
2022
Q4 | $1.29M | Buy |
12,951
+426
| +3% | +$42.5K | 0.03% | 161 |
|
|
2022
Q3 | $1.09M | Sell |
12,525
-963
| -7% | -$83.9K | 0.02% | 181 |
|
|
2022
Q2 | $1.03M | Buy |
13,488
+5,871
| +77% | +$448K | 0.02% | 208 |
|
|
2022
Q1 | $693K | Buy |
+7,617
| New | +$693K | 0.01% | 271 |
|
|
2021
Q2 | – | Sell |
-4,265
| Closed | -$470K | – | 389 |
|
|
2021
Q1 | $470K | Sell |
4,265
-30,435
| -88% | -$3.35M | 0.01% | 320 |
|
|
2020
Q4 | $3.67M | Buy |
34,700
+8,927
| +35% | +$943K | 0.1% | 157 |
|
|
2020
Q3 | $2.06M | Sell |
25,773
-2,436
| -9% | -$195K | 0.09% | 150 |
|
|
2020
Q2 | $1.96M | Buy |
28,209
+6,827
| +32% | +$474K | 0.08% | 163 |
|
|
2020
Q1 | $1.37M | Buy |
+21,382
| New | +$1.37M | 0.07% | 182 |
|