Resonant Capital 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
$440K Buy
4,804
+535
+13% +$49K 0.03% 258
2025
Q1
$419K Sell
4,269
-14,847
-78% -$1.46M 0.03% 235
2024
Q4
$1.74M Sell
19,116
-121
-0.6% -$11K 0.13% 113
2024
Q3
$1.88M Sell
19,237
-2,323
-11% -$226K 0.14% 117
2024
Q2
$1.68M Sell
21,560
-160
-0.7% -$12.5K 0.14% 116
2024
Q1
$1.98M Buy
21,720
+2,350
+12% +$215K 0.17% 108
2023
Q4
$1.86M Sell
19,370
-198
-1% -$19K 0.18% 110
2023
Q3
$1.79M Buy
19,568
+504
+3% +$46K 0.19% 100
2023
Q2
$1.89M Buy
19,064
+144
+0.8% +$14.3K 0.21% 96
2023
Q1
$1.97M Buy
18,920
+243
+1% +$25.3K 0.22% 95
2022
Q4
$1.85M Buy
18,677
+388
+2% +$38.5K 0.23% 96
2022
Q3
$1.54M Sell
18,289
-49
-0.3% -$4.13K 0.23% 92
2022
Q2
$1.4M Buy
18,338
+635
+4% +$48.5K 0.22% 94
2022
Q1
$1.62M Buy
17,703
+948
+6% +$86.8K 0.24% 82
2021
Q4
$1.96M Buy
16,755
+2,088
+14% +$244K 0.29% 72
2021
Q3
$1.62M Buy
14,667
+1,754
+14% +$193K 0.28% 73
2021
Q2
$1.44M Buy
12,913
+241
+2% +$27K 0.28% 77
2021
Q1
$1.39M Buy
12,672
+449
+4% +$49.1K 0.28% 77
2020
Q4
$1.31M Buy
12,223
+1,128
+10% +$121K 0.31% 72
2020
Q3
$953K Buy
11,095
+621
+6% +$53.3K 0.27% 77
2020
Q2
$771K Sell
10,474
-2,278
-18% -$168K 0.22% 86
2020
Q1
$838K Buy
12,752
+2,585
+25% +$170K 0.31% 91
2019
Q4
$894K Buy
+10,167
New +$894K 0.28% 106