Sheaff Brock Investment Advisors’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $945K | Sell |
9,636
-253
| -3% | -$24.8K | 0.09% | 174 |
|
|
2024
Q4 | $902K | Sell |
9,889
-415
| -4% | -$37.9K | 0.08% | 177 |
|
|
2024
Q3 | $1M | Buy |
10,304
+1,400
| +16% | +$136K | 0.09% | 172 |
|
|
2024
Q2 | $693K | Sell |
8,904
-1,394
| -14% | -$109K | 0.06% | 206 |
|
|
2024
Q1 | $941K | Buy |
10,298
+8
| +0.1% | +$731 | 0.06% | 193 |
|
|
2023
Q4 | $988K | Buy |
10,290
+75
| +0.7% | +$7.2K | 0.08% | 176 |
|
|
2023
Q3 | $932K | Sell |
10,215
-115
| -1% | -$10.5K | 0.08% | 168 |
|
|
2023
Q2 | $1.02M | Buy |
10,330
+212
| +2% | +$21K | 0.09% | 164 |
|
|
2023
Q1 | $1.05M | Sell |
10,118
-28
| -0.3% | -$2.92K | 0.1% | 164 |
|
|
2022
Q4 | $1.01M | Buy |
10,146
+27
| +0.3% | +$2.68K | 0.1% | 169 |
|
|
2022
Q3 | $853K | Buy |
10,119
+443
| +5% | +$37.3K | 0.09% | 171 |
|
|
2022
Q2 | $739K | Sell |
9,676
-660
| -6% | -$50.4K | 0.06% | 191 |
|
|
2022
Q1 | $940K | Sell |
10,336
-208
| -2% | -$18.9K | 0.07% | 183 |
|
|
2021
Q4 | $1.23M | Sell |
10,544
-788
| -7% | -$92.2K | 0.08% | 156 |
|
|
2021
Q3 | $1.25M | Sell |
11,332
-91
| -0.8% | -$10K | 0.09% | 147 |
|
|
2021
Q2 | $1.28M | Sell |
11,423
-2,446
| -18% | -$273K | 0.09% | 138 |
|
|
2021
Q1 | $1.52M | Buy |
13,869
+4,429
| +47% | +$484K | 0.12% | 111 |
|
|
2020
Q4 | $1.01M | Sell |
9,440
-8,949
| -49% | -$957K | 0.08% | 142 |
|
|
2020
Q3 | $1.58M | Sell |
18,389
-1,830
| -9% | -$157K | 0.15% | 97 |
|
|
2020
Q2 | $1.49M | Buy |
20,219
+6
| +0% | +$442 | 0.15% | 87 |
|
|
2020
Q1 | $1.33M | Buy |
20,213
+1,203
| +6% | +$79.1K | 0.18% | 77 |
|
|
2019
Q4 | $1.67M | Buy |
19,010
+370
| +2% | +$32.5K | 0.16% | 85 |
|
|
2019
Q3 | $1.65M | Buy |
18,640
+360
| +2% | +$31.8K | 0.18% | 81 |
|
|
2019
Q2 | $1.53M | Sell |
18,280
-156
| -0.8% | -$13.1K | 0.16% | 88 |
|
|
2019
Q1 | $1.37M | Sell |
18,436
-104
| -0.6% | -$7.73K | 0.17% | 101 |
|
|
2018
Q4 | $1.19M | Sell |
18,540
-1,554
| -8% | -$100K | 0.19% | 101 |
|
|
2018
Q3 | $1.14M | Sell |
20,094
-669
| -3% | -$38K | 0.11% | 128 |
|
|
2018
Q2 | $1.01M | Sell |
20,763
-2,235
| -10% | -$109K | 0.1% | 148 |
|
|
2018
Q1 | $1.33M | Sell |
22,998
-23,355
| -50% | -$1.35M | 0.14% | 107 |
|
|
2017
Q4 | $2.66M | Buy |
46,353
+17,221
| +59% | +$989K | 0.35% | 65 |
|
|
2017
Q3 | $1.57M | Buy |
29,132
+2,328
| +9% | +$125K | 0.21% | 100 |
|
|
2017
Q2 | $1.56M | Sell |
26,804
-5,921
| -18% | -$345K | 0.21% | 100 |
|
|
2017
Q1 | $1.91M | Sell |
32,725
-4,538
| -12% | -$265K | 0.25% | 89 |
|
|
2016
Q4 | $2.07M | Buy |
37,263
+1,360
| +4% | +$75.5K | 0.26% | 82 |
|
|
2016
Q3 | $1.94M | Sell |
35,903
-527
| -1% | -$28.5K | 0.26% | 83 |
|
|
2016
Q2 | $2.08M | Sell |
36,430
-2,779
| -7% | -$159K | 0.26% | 82 |
|
|
2016
Q1 | $2.34M | Sell |
39,209
-23,306
| -37% | -$1.39M | 0.29% | 74 |
|
|
2015
Q4 | $3.75M | Buy |
+62,515
| New | +$3.75M | 0.42% | 51 |
|