Safe Harbor Fiduciary’s Starbucks SBUX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$450K Sell
4,910
-138
-3% -$12.6K 0.42% 50
2025
Q1
$495K Sell
5,048
-55
-1% -$5.4K 0.51% 41
2024
Q4
$466K Sell
5,103
-396
-7% -$36.1K 0.47% 42
2024
Q3
$536K Buy
+5,499
New +$536K 0.5% 36