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Root Financial Partners’s Starbucks SBUX Stock Holding History

Root Financial Partners’s Portfolio SBUX Stock Details SBUX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$335K Buy
3,653
+707
+24% +$64.8K 0.03% 171
2025
Q1 		$289K Sell
2,946
-294
-9% -$28.8K 0.03% 161
2024
Q4 		$296K Sell
3,240
-769
-19% -$70.2K 0.04% 157
2024
Q3 		$391K Buy
+4,009
New +$391K 0.06% 107