Souders Financial Advisors’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $522K | Buy |
5,700
+2,272
| +66% | +$208K | 0.07% | 130 |
|
|
2025
Q1 | $336K | Buy |
3,428
+473
| +16% | +$46.4K | 0.05% | 148 |
|
|
2024
Q4 | $270K | Buy |
2,955
+450
| +18% | +$41.1K | 0.04% | 156 |
|
|
2024
Q3 | $244K | Buy |
+2,505
| New | +$244K | 0.03% | 158 |
|
|
2024
Q2 | – | Sell |
-2,585
| Closed | -$236K | – | 173 |
|
|
2024
Q1 | $236K | Sell |
2,585
-79
| -3% | -$7.22K | 0.04% | 150 |
|
|
2023
Q4 | $256K | Buy |
+2,664
| New | +$256K | 0.04% | 147 |
|
|
2023
Q3 | – | Sell |
-7,163
| Closed | -$710K | – | 155 |
|
|
2023
Q2 | $710K | Buy |
7,163
+4,859
| +211% | +$481K | 0.14% | 101 |
|
|
2023
Q1 | $240K | Buy |
2,304
+135
| +6% | +$14.1K | 0.05% | 139 |
|
|
2022
Q4 | $215K | Buy |
+2,169
| New | +$215K | 0.05% | 144 |
|