Steward Partners Investment Advisory’s Dutch Bros BROS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Sell |
|
|||||
|
2025
Q1 | $1.06M | Sell |
|
|||||
|
2024
Q4 | $1.37M | Sell |
|
|||||
|
2024
Q3 | $839K | Buy |
|
|||||
|
2024
Q2 | $1.01M | Buy |
|
|||||
|
2024
Q1 | $705K | Buy |
|
|||||
|
2023
Q4 | $548K | Buy |
|
|||||
|
2023
Q3 | $369K | Buy |
|
|||||
|
2023
Q2 | $332K | Buy |
|
|||||
|
2023
Q1 | $351K | Buy |
|
|||||
|
2022
Q4 | $285K | Sell |
|
|||||
|
2022
Q3 | $389K | Sell |
|
|||||
|
2022
Q2 | $440K | Buy |
|
|||||
|
2022
Q1 | $707K | Buy |
|
|||||
|
2021
Q4 | $331K | Buy |
|
|||||
|
2021
Q3 | $32K | Buy |
|