Sigma Planning Corp’s Dutch Bros BROS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $378K | Buy |
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|
2025
Q2 | $454K | Buy |
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|
2025
Q1 | $344K | Sell |
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|
2024
Q4 | $297K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $283K | Sell |
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|
2024
Q1 | $247K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.44M | Buy |
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|
2022
Q4 | $774K | Buy |
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|
2022
Q3 | $717K | Sell |
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|
2022
Q2 | $930K | Buy |
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|
2022
Q1 | $1.08M | Buy |
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|
2021
Q4 | $486K | Buy |
|