SIA
Soltis Investment Advisors’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $880K | Sell |
9,602
-6,562
| -41% | -$601K | 0.07% | 187 |
|
|
2025
Q1 | $1.59M | Buy |
16,164
+3,100
| +24% | +$304K | 0.14% | 144 |
|
|
2024
Q4 | $1.19M | Buy |
13,064
+5,017
| +62% | +$458K | 0.11% | 157 |
|
|
2024
Q3 | $784K | Sell |
8,047
-12,425
| -61% | -$1.21M | 0.08% | 172 |
|
|
2024
Q2 | $1.59M | Buy |
20,472
+2,972
| +17% | +$231K | 0.17% | 127 |
|
|
2024
Q1 | $1.6M | Buy |
17,500
+7,501
| +75% | +$686K | 0.18% | 132 |
|
|
2023
Q4 | $960K | Buy |
9,999
+1
| +0% | +$96 | 0.11% | 143 |
|
|
2023
Q3 | $912K | Buy |
9,998
+271
| +3% | +$24.7K | 0.12% | 133 |
|
|
2023
Q2 | $964K | Buy |
9,727
+2,240
| +30% | +$222K | 0.11% | 132 |
|
|
2023
Q1 | $780K | Buy |
7,487
+1,032
| +16% | +$107K | 0.1% | 143 |
|
|
2022
Q4 | $640K | Buy |
6,455
+23
| +0.4% | +$2.28K | 0.08% | 149 |
|
|
2022
Q3 | $542K | Sell |
6,432
-822
| -11% | -$69.3K | 0.08% | 154 |
|
|
2022
Q2 | $554K | Buy |
7,254
+1,061
| +17% | +$81K | 0.08% | 154 |
|
|
2022
Q1 | $563K | Sell |
6,193
-279
| -4% | -$25.4K | 0.08% | 159 |
|
|
2021
Q4 | $757K | Sell |
6,472
-175
| -3% | -$20.5K | 0.11% | 140 |
|
|
2021
Q3 | $733K | Buy |
6,647
+421
| +7% | +$46.4K | 0.11% | 137 |
|
|
2021
Q2 | $696K | Sell |
6,226
-211
| -3% | -$23.6K | 0.11% | 143 |
|
|
2021
Q1 | $703K | Sell |
6,437
-240
| -4% | -$26.2K | 0.13% | 121 |
|
|
2020
Q4 | $714K | Sell |
6,677
-7,387
| -53% | -$790K | 0.13% | 118 |
|
|
2020
Q3 | $1.21M | Buy |
14,064
+849
| +6% | +$72.9K | 0.28% | 75 |
|
|
2020
Q2 | $972K | Buy |
13,215
+8,895
| +206% | +$654K | 0.25% | 69 |
|
|
2020
Q1 | $284K | Buy |
4,320
+1,364
| +46% | +$89.7K | 0.09% | 124 |
|
|
2019
Q4 | $260K | Buy |
+2,956
| New | +$260K | 0.05% | 129 |
|