Principal Securities’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 | $44.2K | Buy |
647
+367
| +131% | +$25.1K | ﹤0.01% | 1946 |
|
|
2025
Q1 | $14.7K | Hold |
280
| – | – | ﹤0.01% | 2369 |
|
|
2024
Q4 | $14.7K | Hold |
280
| – | – | ﹤0.01% | 2365 |
|
|
2024
Q3 | $8.97K | Hold |
280
| – | – | ﹤0.01% | 2480 |
|
|
2024
Q2 | $11.6K | Buy |
+280
| New | +$11.6K | ﹤0.01% | 2323 |
|
|
2024
Q1 | – | Sell |
-300
| Closed | -$9.5K | – | 3328 |
|
|
2023
Q4 | $9.5K | Buy |
+300
| New | +$9.5K | ﹤0.01% | 2268 |
|