SEI Investments’s Dutch Bros BROS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.4M | Buy |
225,711
+49,150
| +28% | +$3.36M | 0.02% | 803 |
|
|
2025
Q1 | $10.9M | Sell |
176,561
-196,904
| -53% | -$12.2M | 0.01% | 935 |
|
|
2024
Q4 | $19.6M | Buy |
373,465
+10,775
| +3% | +$564K | 0.03% | 689 |
|
|
2024
Q3 | $11.6M | Buy |
362,690
+275,702
| +317% | +$8.83M | 0.02% | 924 |
|
|
2024
Q2 | $3.6M | Buy |
86,988
+21,381
| +33% | +$885K | 0.01% | 1365 |
|
|
2024
Q1 | $2.17M | Buy |
65,607
+31,838
| +94% | +$1.05M | ﹤0.01% | 1602 |
|
|
2023
Q4 | $1.07M | Sell |
33,769
-37,712
| -53% | -$1.19M | ﹤0.01% | 1855 |
|
|
2023
Q3 | $1.66M | Buy |
+71,481
| New | +$1.66M | ﹤0.01% | 1675 |
|
|
2022
Q2 | – | Sell |
-17,058
| Closed | -$943K | – | 2648 |
|
|
2022
Q1 | $943K | Buy |
+17,058
| New | +$943K | ﹤0.01% | 1834 |
|