SEA
Stegent Equity Advisors’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $745K | Buy |
8,135
+3,070
| +61% | +$281K | 0.66% | 45 |
|
|
2025
Q1 | $497K | Sell |
5,065
-35
| -0.7% | -$3.43K | 0.5% | 60 |
|
|
2024
Q4 | $465K | Buy |
5,100
+256
| +5% | +$23.4K | 0.47% | 52 |
|
|
2024
Q3 | $472K | Buy |
4,844
+404
| +9% | +$39.4K | 0.52% | 48 |
|
|
2024
Q2 | $346K | Sell |
4,440
-468
| -10% | -$36.4K | 0.36% | 55 |
|
|
2024
Q1 | $449K | Buy |
+4,908
| New | +$449K | 0.46% | 52 |
|
|
2022
Q2 | – | Sell |
-4,431
| Closed | -$403K | – | 92 |
|
|
2022
Q1 | $403K | Sell |
4,431
-632
| -12% | -$57.5K | 0.34% | 61 |
|
|
2021
Q4 | $593K | Buy |
+5,063
| New | +$593K | 0.48% | 55 |
|