Sigma Planning Corp’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 | $454K | Buy |
6,641
+1,061
| +19% | +$72.5K | 0.01% | 818 |
|
|
2025
Q1 | $344K | Sell |
5,580
-81
| -1% | -$5K | 0.01% | 890 |
|
|
2024
Q4 | $297K | Buy |
+5,661
| New | +$297K | 0.01% | 931 |
|
|
2024
Q3 | – | Sell |
-6,838
| Closed | -$283K | – | 1213 |
|
|
2024
Q2 | $283K | Sell |
6,838
-659
| -9% | -$27.3K | 0.01% | 952 |
|
|
2024
Q1 | $247K | Buy |
+7,497
| New | +$247K | 0.01% | 1043 |
|
|
2023
Q2 | – | Sell |
-45,677
| Closed | -$1.44M | – | 1226 |
|
|
2023
Q1 | $1.44M | Buy |
45,677
+18,235
| +66% | +$577K | 0.05% | 383 |
|
|
2022
Q4 | $774K | Buy |
27,442
+4,420
| +19% | +$125K | 0.03% | 584 |
|
|
2022
Q3 | $717K | Sell |
23,022
-6,358
| -22% | -$198K | 0.03% | 584 |
|
|
2022
Q2 | $930K | Buy |
29,380
+9,793
| +50% | +$310K | 0.03% | 489 |
|
|
2022
Q1 | $1.08M | Buy |
19,587
+10,048
| +105% | +$556K | 0.03% | 502 |
|
|
2021
Q4 | $486K | Buy |
+9,539
| New | +$486K | 0.01% | 860 |
|