RDFA
Ritter Daniher Financial Advisory’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $59.7K | Sell |
652
-19
| -3% | -$1.74K | 0.01% | 160 |
|
|
2025
Q1 | $65.8K | Hold |
671
| – | – | 0.02% | 141 |
|
|
2024
Q4 | $61.2K | Hold |
671
| – | – | 0.02% | 146 |
|
|
2024
Q3 | $65.4K | Hold |
671
| – | – | 0.02% | 139 |
|
|
2024
Q2 | $52.2K | Sell |
671
-22
| -3% | -$1.71K | 0.02% | 147 |
|
|
2024
Q1 | $63.3K | Hold |
693
| – | – | 0.02% | 133 |
|
|
2023
Q4 | $66.5K | Hold |
693
| – | – | 0.02% | 129 |
|
|
2023
Q3 | $63.3K | Hold |
693
| – | – | 0.03% | 126 |
|
|
2023
Q2 | $68.6K | Buy |
693
+73
| +12% | +$7.23K | 0.03% | 120 |
|
|
2023
Q1 | $64.6K | Hold |
620
| – | – | 0.03% | 119 |
|
|
2022
Q4 | $61.5K | Hold |
620
| – | – | 0.03% | 134 |
|
|
2022
Q3 | $52K | Hold |
620
| – | – | 0.04% | 117 |
|
|
2022
Q2 | $47K | Hold |
620
| – | – | 0.03% | 115 |
|
|
2022
Q1 | $56K | Hold |
620
| – | – | 0.04% | 110 |
|
|
2021
Q4 | $73K | Buy |
620
+189
| +44% | +$22.3K | 0.05% | 96 |
|
|
2021
Q3 | $48K | Hold |
431
| – | – | 0.04% | 113 |
|
|
2021
Q2 | $48K | Hold |
431
| – | – | 0.04% | 103 |
|
|
2021
Q1 | $47K | Hold |
431
| – | – | 0.04% | 95 |
|
|
2020
Q4 | $46K | Buy |
+431
| New | +$46K | 0.04% | 97 |
|