Regal Investment Advisors’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $581K | Sell |
6,337
-727
| -10% | -$66.6K | 0.04% | 327 |
|
|
2025
Q1 | $693K | Sell |
7,064
-565
| -7% | -$55.4K | 0.06% | 267 |
|
|
2024
Q4 | $696K | Sell |
7,629
-1,481
| -16% | -$135K | 0.05% | 276 |
|
|
2024
Q3 | $888K | Sell |
9,110
-778
| -8% | -$75.8K | 0.06% | 261 |
|
|
2024
Q2 | $770K | Buy |
9,888
+1,634
| +20% | +$127K | 0.05% | 292 |
|
|
2024
Q1 | $754K | Buy |
8,254
+839
| +11% | +$76.7K | 0.05% | 288 |
|
|
2023
Q4 | $712K | Sell |
7,415
-481
| -6% | -$46.2K | 0.05% | 271 |
|
|
2023
Q3 | $721K | Sell |
7,896
-14
| -0.2% | -$1.28K | 0.06% | 239 |
|
|
2023
Q2 | $784K | Buy |
7,910
+1,603
| +25% | +$159K | 0.07% | 225 |
|
|
2023
Q1 | $657K | Buy |
6,307
+848
| +16% | +$88.3K | 0.06% | 247 |
|
|
2022
Q4 | $542K | Sell |
5,459
-253
| -4% | -$25.1K | 0.05% | 265 |
|
|
2022
Q3 | $481K | Buy |
5,712
+418
| +8% | +$35.2K | 0.05% | 273 |
|
|
2022
Q2 | $404K | Sell |
5,294
-130
| -2% | -$9.92K | 0.04% | 319 |
|
|
2022
Q1 | $493K | Sell |
5,424
-1,151
| -18% | -$105K | 0.05% | 311 |
|
|
2021
Q4 | $769K | Sell |
6,575
-80
| -1% | -$9.36K | 0.07% | 282 |
|
|
2021
Q3 | $734K | Buy |
6,655
+12
| +0.2% | +$1.32K | 0.07% | 283 |
|
|
2021
Q2 | $743K | Buy |
+6,643
| New | +$743K | 0.07% | 269 |
|
|
2021
Q1 | – | Sell |
-6,751
| Closed | -$722K | – | 342 |
|
|
2020
Q4 | $722K | Buy |
+6,751
| New | +$722K | 0.08% | 219 |
|
|
2020
Q3 | – | Sell |
-6,532
| Closed | -$481K | – | 223 |
|
|
2020
Q2 | $481K | Buy |
+6,532
| New | +$481K | 0.09% | 182 |
|
|
2020
Q1 | – | Sell |
-4,472
| Closed | -$393K | – | 251 |
|
|
2019
Q4 | $393K | Buy |
4,472
+1,446
| +48% | +$127K | 0.07% | 221 |
|
|
2019
Q3 | $268K | Sell |
3,026
-576
| -16% | -$51K | 0.05% | 259 |
|
|
2019
Q2 | $302K | Buy |
3,602
+850
| +31% | +$71.3K | 0.06% | 252 |
|
|
2019
Q1 | $205K | Sell |
2,752
-510
| -16% | -$38K | 0.04% | 290 |
|
|
2018
Q4 | $210K | Buy |
+3,262
| New | +$210K | 0.05% | 303 |
|
|
2015
Q4 | – | Sell |
-2,773
| Closed | -$157K | – | 759 |
|
|
2015
Q3 | $157K | Sell |
2,773
-27
| -1% | -$1.53K | 0.04% | 278 |
|
|
2015
Q2 | $150K | Sell |
2,800
-2,636
| -48% | -$141K | 0.04% | 279 |
|
|
2015
Q1 | $129K | Buy |
5,436
+2,314
| +74% | +$54.9K | 0.03% | 303 |
|
|
2014
Q4 | $128K | Buy |
3,122
+660
| +27% | +$27.1K | 0.03% | 273 |
|
|
2014
Q3 | $93K | Buy |
2,462
+2
| +0.1% | +$76 | 0.03% | 313 |
|
|
2014
Q2 | $95K | Buy |
2,460
+460
| +23% | +$17.8K | 0.03% | 290 |
|
|
2014
Q1 | $73K | Sell |
2,000
-452
| -18% | -$16.5K | 0.03% | 304 |
|
|
2013
Q4 | $96K | Buy |
+2,452
| New | +$96K | 0.06% | 215 |
|
|
2013
Q3 | – | Sell |
-1,166
| Closed | -$38K | – | 942 |
|
|
2013
Q2 | $38K | Buy |
+1,166
| New | +$38K | 0.02% | 337 |
|