Steward Partners Investment Advisory’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.8M | Buy |
151,014
+7,366
| +5% | +$675K | 0.11% | 189 |
|
|
2025
Q1 | $14.1M | Buy |
143,648
+11,097
| +8% | +$1.09M | 0.12% | 163 |
|
|
2024
Q4 | $12.1M | Buy |
132,551
+1,763
| +1% | +$161K | 0.11% | 187 |
|
|
2024
Q3 | $12.8M | Buy |
130,788
+4,989
| +4% | +$486K | 0.12% | 174 |
|
|
2024
Q2 | $9.79M | Sell |
125,799
-14,064
| -10% | -$1.09M | 0.1% | 197 |
|
|
2024
Q1 | $12.8M | Buy |
139,863
+23,120
| +20% | +$2.11M | 0.14% | 160 |
|
|
2023
Q4 | $11.2M | Buy |
116,743
+7,784
| +7% | +$747K | 0.15% | 149 |
|
|
2023
Q3 | $9.94M | Sell |
108,959
-8,500
| -7% | -$776K | 0.15% | 146 |
|
|
2023
Q2 | $11.6M | Buy |
117,459
+24,319
| +26% | +$2.41M | 0.17% | 124 |
|
|
2023
Q1 | $9.7M | Buy |
93,140
+9,804
| +12% | +$1.02M | 0.16% | 150 |
|
|
2022
Q4 | $8.27M | Buy |
83,336
+1,268
| +2% | +$126K | 0.14% | 172 |
|
|
2022
Q3 | $6.92M | Sell |
82,068
-1,790
| -2% | -$151K | 0.13% | 177 |
|
|
2022
Q2 | $6.41M | Sell |
83,858
-25,474
| -23% | -$1.95M | 0.12% | 194 |
|
|
2022
Q1 | $9.95M | Sell |
109,332
-7,976
| -7% | -$726K | 0.15% | 156 |
|
|
2021
Q4 | $13.7M | Buy |
117,308
+15,118
| +15% | +$1.77M | 0.21% | 111 |
|
|
2021
Q3 | $11.3M | Buy |
102,190
+21,562
| +27% | +$2.38M | 0.19% | 126 |
|
|
2021
Q2 | $9.02M | Sell |
80,628
-8,582
| -10% | -$960K | 0.15% | 144 |
|
|
2021
Q1 | $9.75M | Buy |
89,210
+8,985
| +11% | +$982K | 0.17% | 140 |
|
|
2020
Q4 | $8.58M | Sell |
80,225
-17,341
| -18% | -$1.86M | 0.19% | 128 |
|
|
2020
Q3 | $8.38M | Buy |
97,566
+14,364
| +17% | +$1.23M | 0.21% | 121 |
|
|
2020
Q2 | $6.12M | Buy |
83,202
+16,861
| +25% | +$1.24M | 0.17% | 141 |
|
|
2020
Q1 | $4.36M | Buy |
66,341
+11,992
| +22% | +$788K | 0.16% | 155 |
|
|
2019
Q4 | $4.78M | Buy |
54,349
+7,449
| +16% | +$655K | 0.14% | 159 |
|
|
2019
Q3 | $4.15M | Buy |
46,900
+5,653
| +14% | +$500K | 0.14% | 160 |
|
|
2019
Q2 | $3.46M | Sell |
41,247
-4,257
| -9% | -$357K | 0.13% | 168 |
|
|
2019
Q1 | $3.38M | Buy |
45,504
+5,514
| +14% | +$410K | 0.14% | 151 |
|
|
2018
Q4 | $2.58M | Sell |
39,990
-17,920
| -31% | -$1.15M | 0.13% | 188 |
|
|
2018
Q3 | $3.29M | Sell |
57,910
-19,420
| -25% | -$1.1M | 0.16% | 146 |
|
|
2018
Q2 | $3.78M | Sell |
77,330
-6,694
| -8% | -$327K | 0.23% | 104 |
|
|
2018
Q1 | $4.86M | Buy |
84,024
+21,803
| +35% | +$1.26M | 0.33% | 75 |
|
|
2017
Q4 | $3.57M | Buy |
62,221
+28,175
| +83% | +$1.62M | 0.27% | 98 |
|
|
2017
Q3 | $1.83M | Buy |
34,046
+6,585
| +24% | +$354K | 0.19% | 125 |
|
|
2017
Q2 | $1.6M | Buy |
27,461
+6,846
| +33% | +$399K | 0.18% | 127 |
|
|
2017
Q1 | $1.2M | Buy |
20,615
+6,005
| +41% | +$350K | 0.18% | 118 |
|
|
2016
Q4 | $811K | Buy |
+14,610
| New | +$811K | 0.37% | 58 |
|