Sowell Financial Services’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.31M | Buy |
90,736
+1,640
| +2% | +$150K | 0.34% | 57 |
|
|
2025
Q1 | $8.74M | Sell |
89,096
-2,833
| -3% | -$278K | 0.4% | 49 |
|
|
2024
Q4 | $8.39M | Sell |
91,929
-1,262
| -1% | -$115K | 0.44% | 51 |
|
|
2024
Q3 | $9.09M | Sell |
93,191
-1,937
| -2% | -$189K | 0.42% | 52 |
|
|
2024
Q2 | $7.41M | Buy |
95,128
+7,719
| +9% | +$601K | 0.35% | 64 |
|
|
2024
Q1 | $7.99M | Buy |
87,409
+313
| +0.4% | +$28.6K | 0.38% | 65 |
|
|
2023
Q4 | $8.36M | Buy |
87,096
+1,702
| +2% | +$163K | 0.45% | 53 |
|
|
2023
Q3 | $7.79M | Buy |
85,394
+2,959
| +4% | +$270K | 0.49% | 46 |
|
|
2023
Q2 | $8.17M | Buy |
82,435
+4,985
| +6% | +$494K | 0.46% | 47 |
|
|
2023
Q1 | $8.07M | Sell |
77,450
-9,431
| -11% | -$982K | 0.62% | 24 |
|
|
2022
Q4 | $8.62M | Buy |
86,881
+2,106
| +2% | +$209K | 0.56% | 33 |
|
|
2022
Q3 | $7.14M | Buy |
84,775
+911
| +1% | +$76.8K | 0.72% | 21 |
|
|
2022
Q2 | $6.41M | Buy |
+83,864
| New | +$6.41M | 0.59% | 35 |
|
|
2022
Q1 | – | Sell |
-55,782
| Closed | -$6.53M | – | 436 |
|
|
2021
Q4 | $6.53M | Sell |
55,782
-25,828
| -32% | -$3.02M | 0.37% | 60 |
|
|
2021
Q3 | $9M | Sell |
81,610
-12,726
| -13% | -$1.4M | 0.61% | 35 |
|
|
2021
Q2 | $10.5M | Sell |
94,336
-49,811
| -35% | -$5.57M | 0.7% | 25 |
|
|
2021
Q1 | $16.5M | Sell |
144,147
-977
| -0.7% | -$112K | 0.58% | 36 |
|
|
2020
Q4 | $15.5M | Buy |
145,124
+3,656
| +3% | +$391K | 0.66% | 27 |
|
|
2020
Q3 | $12.2M | Buy |
141,468
+3,506
| +3% | +$301K | 0.61% | 40 |
|
|
2020
Q2 | $10.2M | Sell |
137,962
-1,735
| -1% | -$128K | 0.56% | 39 |
|
|
2020
Q1 | $9.18M | Buy |
139,697
+13,677
| +11% | +$899K | 0.68% | 26 |
|
|
2019
Q4 | $11.1M | Buy |
126,020
+9,881
| +9% | +$869K | 0.84% | 16 |
|
|
2019
Q3 | $10.3M | Buy |
+116,139
| New | +$10.3M | 0.85% | 18 |
|
|
2019
Q1 | $7.46M | Sell |
100,357
-765
| -0.8% | -$56.9K | 0.83% | 26 |
|
|
2018
Q4 | $6.51M | Sell |
101,122
-2,265
| -2% | -$146K | 0.92% | 24 |
|
|
2018
Q3 | $5.88M | Buy |
103,387
+1,450
| +1% | +$82.4K | 0.85% | 27 |
|
|
2018
Q2 | $5.28M | Buy |
101,937
+48,971
| +92% | +$2.54M | 1.12% | 22 |
|
|
2018
Q1 | $3M | Buy |
52,966
+495
| +0.9% | +$28.1K | 0.75% | 34 |
|
|
2017
Q4 | $3.21M | Buy |
52,471
+1,835
| +4% | +$112K | 0.78% | 36 |
|
|
2017
Q3 | $2.79M | Sell |
50,636
-1,302
| -3% | -$71.8K | 0.73% | 39 |
|
|
2017
Q2 | $2.83M | Sell |
51,938
-2,552
| -5% | -$139K | 0.8% | 35 |
|
|
2017
Q1 | $3.37M | Buy |
54,490
+4,371
| +9% | +$270K | 1% | 28 |
|
|
2016
Q4 | $2.84M | Buy |
+50,119
| New | +$2.84M | 0.95% | 30 |
|