Sovereign Financial Group’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $220K | Sell |
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|
2024
Q4 | $208K | Buy |
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|
2024
Q3 | $220K | Sell |
|
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|
2024
Q2 | $255K | Sell |
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|
2024
Q1 | $402K | Sell |
|
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|
2023
Q4 | $423K | Sell |
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|
2023
Q3 | $435K | Sell |
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|
2023
Q2 | $485K | Buy |
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|
2023
Q1 | $495K | Sell |
|
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|
2022
Q4 | $476K | Buy |
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|
2022
Q3 | $386K | Buy |
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|
2022
Q2 | $341K | Buy |
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|
2022
Q1 | $308K | Buy |
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|
2021
Q4 | $335K | Buy |
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|
2021
Q3 | $310K | Sell |
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|
2021
Q2 | $347K | Hold |
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|
2021
Q1 | $347K | Buy |
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|
2020
Q4 | $333K | Buy |
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