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 |
|