Raymond James Financial Services Advisors’s Dutch Bros BROS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.05M | Sell |
95,160
-4,973
| -5% | -$159K | ﹤0.01% | 1500 |
|
|
2024
Q2 | $4.15M | Sell |
100,133
-3,472
| -3% | -$144K | 0.01% | 1257 |
|
|
2024
Q1 | $3.42M | Buy |
103,605
+33,183
| +47% | +$1.1M | 0.01% | 1353 |
|
|
2023
Q4 | $2.23M | Buy |
70,422
+23,712
| +51% | +$751K | ﹤0.01% | 1515 |
|
|
2023
Q3 | $1.09M | Buy |
46,710
+5,406
| +13% | +$126K | ﹤0.01% | 1847 |
|
|
2023
Q2 | $1.18M | Sell |
41,304
-53,873
| -57% | -$1.53M | ﹤0.01% | 1817 |
|
|
2023
Q1 | $3.01M | Sell |
95,177
-1,291
| -1% | -$40.8K | 0.01% | 1262 |
|
|
2022
Q4 | $2.72M | Buy |
96,468
+3,285
| +4% | +$92.6K | 0.01% | 1275 |
|
|
2022
Q3 | $2.9M | Buy |
93,183
+887
| +1% | +$27.6K | 0.01% | 1220 |
|
|
2022
Q2 | $2.92M | Sell |
92,296
-51,154
| -36% | -$1.62M | 0.01% | 1225 |
|
|
2022
Q1 | $7.93M | Buy |
143,450
+104,808
| +271% | +$5.79M | 0.02% | 784 |
|
|
2021
Q4 | $1.97M | Buy |
38,642
+6,550
| +20% | +$333K | ﹤0.01% | 1547 |
|
|
2021
Q3 | $1.39M | Buy |
+32,092
| New | +$1.39M | ﹤0.01% | 1724 |
|