Security National Bank’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 |
-75
| Closed | -$6.84K | – | 328 |
|
2024
Q4 | $6.84K | Buy |
+75
| New | +$6.84K | ﹤0.01% | 293 |
|
2022
Q2 | – | Sell |
-73,016
| Closed | -$6.64M | – | 108 |
|
2022
Q1 | $6.64M | Buy |
73,016
+3,841
| +6% | +$349K | 1.52% | 28 |
|
2021
Q4 | $8.09M | Sell |
69,175
-397
| -0.6% | -$46.4K | 1.83% | 18 |
|
2021
Q3 | $7.67M | Buy |
69,572
+3,037
| +5% | +$335K | 1.92% | 18 |
|
2021
Q2 | $7.44M | Buy |
66,535
+1,496
| +2% | +$167K | 1.96% | 18 |
|
2021
Q1 | $7.11M | Buy |
65,039
+974
| +2% | +$106K | 2.09% | 19 |
|
2020
Q4 | $6.85M | Sell |
64,065
-1,522
| -2% | -$163K | 2.18% | 19 |
|
2020
Q3 | $5.64M | Buy |
65,587
+4,467
| +7% | +$384K | 1.96% | 24 |
|
2020
Q2 | $4.5M | Buy |
61,120
+13,123
| +27% | +$966K | 1.86% | 25 |
|
2020
Q1 | $3.16M | Buy |
+47,997
| New | +$3.16M | 1.66% | 27 |
|