Redwood Financial Network’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-2,213
| Closed | -$202K | – | 166 |
|
2024
Q4 | $202K | Sell |
2,213
-28
| -1% | -$2.56K | 0.15% | 153 |
|
2024
Q3 | $218K | Buy |
+2,241
| New | +$218K | 0.17% | 135 |
|
2024
Q2 | – | Sell |
-2,292
| Closed | -$209K | – | 154 |
|
2024
Q1 | $209K | Buy |
2,292
+8
| +0.4% | +$731 | 0.18% | 140 |
|
2023
Q4 | $219K | Hold |
2,284
| – | – | 0.21% | 125 |
|
2023
Q3 | $208K | Sell |
2,284
-432
| -16% | -$39.4K | 0.22% | 126 |
|
2023
Q2 | $269K | Sell |
2,716
-19
| -0.7% | -$1.88K | 0.25% | 120 |
|
2023
Q1 | $285K | Buy |
2,735
+54
| +2% | +$5.62K | 0.29% | 108 |
|
2022
Q4 | $266K | Buy |
+2,681
| New | +$266K | 0.3% | 104 |
|
2022
Q2 | – | Sell |
-2,469
| Closed | -$225K | – | 148 |
|
2022
Q1 | $225K | Buy |
+2,469
| New | +$225K | 0.21% | 136 |
|