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