ROI Financial Advisors’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 |
-2,259
| Closed | -$206K | – | 65 |
|
|
2024
Q4 | $206K | Sell |
2,259
-1,034
| -31% | -$94.4K | 0.14% | 61 |
|
|
2024
Q3 | $321K | Sell |
3,293
-1,757
| -35% | -$171K | 0.22% | 50 |
|
|
2024
Q2 | $393K | Sell |
5,050
-501
| -9% | -$39K | 0.29% | 46 |
|
|
2024
Q1 | $507K | Sell |
5,551
-499
| -8% | -$45.6K | 0.4% | 41 |
|
|
2023
Q4 | $581K | Buy |
+6,050
| New | +$581K | 0.48% | 44 |
|