SAG
SageView Advisory Group’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Sell |
12,091
-1,110
| -8% | -$104K | 0.04% | 228 |
|
|
2025
Q1 | $1.29M | Buy |
13,201
+1,387
| +12% | +$136K | 0.06% | 191 |
|
|
2024
Q4 | $1.08M | Buy |
11,814
+471
| +4% | +$43K | 0.05% | 213 |
|
|
2024
Q3 | $1.11M | Sell |
11,343
-3,801
| -25% | -$371K | 0.06% | 183 |
|
|
2024
Q2 | $1.18M | Buy |
+15,144
| New | +$1.18M | 0.05% | 199 |
|
|
2024
Q1 | – | Sell |
-20,617
| Closed | -$1.94M | – | 774 |
|
|
2023
Q4 | $1.94M | Buy |
20,617
+14,561
| +240% | +$1.37M | 0.08% | 144 |
|
|
2023
Q3 | $553K | Sell |
6,056
-10,428
| -63% | -$952K | 0.03% | 318 |
|
|
2023
Q2 | $1.63M | Sell |
16,484
-610
| -4% | -$60.4K | 0.09% | 141 |
|
|
2023
Q1 | $1.78M | Buy |
17,094
+11,556
| +209% | +$1.2M | 0.11% | 123 |
|
|
2022
Q4 | $549K | Buy |
+5,538
| New | +$549K | 0.04% | 228 |
|