Steward Partners Investment Advisory’s Dutch Bros BROS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Sell |
17,114
-56
| -0.3% | -$3.83K | 0.01% | 930 |
|
|
2025
Q1 | $1.06M | Sell |
17,170
-8,918
| -34% | -$551K | 0.01% | 896 |
|
|
2024
Q4 | $1.37M | Sell |
26,088
-100
| -0.4% | -$5.24K | 0.01% | 763 |
|
|
2024
Q3 | $839K | Buy |
26,188
+1,900
| +8% | +$60.9K | 0.01% | 923 |
|
|
2024
Q2 | $1.01M | Buy |
24,288
+2,915
| +14% | +$121K | 0.01% | 810 |
|
|
2024
Q1 | $705K | Buy |
21,373
+4,057
| +23% | +$134K | 0.01% | 918 |
|
|
2023
Q4 | $548K | Buy |
17,316
+1,441
| +9% | +$45.6K | 0.01% | 956 |
|
|
2023
Q3 | $369K | Buy |
15,875
+4,200
| +36% | +$97.7K | 0.01% | 1039 |
|
|
2023
Q2 | $332K | Buy |
11,675
+575
| +5% | +$16.4K | 0.01% | 1083 |
|
|
2023
Q1 | $351K | Buy |
11,100
+1,000
| +10% | +$31.6K | 0.01% | 1054 |
|
|
2022
Q4 | $285K | Sell |
10,100
-2,400
| -19% | -$67.7K | ﹤0.01% | 1096 |
|
|
2022
Q3 | $389K | Sell |
12,500
-1,400
| -10% | -$43.6K | 0.01% | 945 |
|
|
2022
Q2 | $440K | Buy |
13,900
+1,100
| +9% | +$34.8K | 0.01% | 895 |
|
|
2022
Q1 | $707K | Buy |
12,800
+6,300
| +97% | +$348K | 0.01% | 806 |
|
|
2021
Q4 | $331K | Buy |
6,500
+5,750
| +767% | +$293K | 0.01% | 1096 |
|
|
2021
Q3 | $32K | Buy |
+750
| New | +$32K | ﹤0.01% | 2095 |
|