Stifel Financial’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 | $12.1M | Buy |
177,085
+26,591
| +18% | +$1.82M | 0.01% | 800 |
|
2025
Q1 | $9.29M | Sell |
150,494
-9,261
| -6% | -$572K | 0.01% | 869 |
|
2024
Q4 | $8.37M | Sell |
159,755
-9,038
| -5% | -$473K | 0.01% | 941 |
|
2024
Q3 | $5.41M | Sell |
168,793
-35,611
| -17% | -$1.14M | 0.01% | 1162 |
|
2024
Q2 | $8.46M | Buy |
204,404
+136,992
| +203% | +$5.67M | 0.01% | 881 |
|
2024
Q1 | $2.22M | Buy |
67,412
+50,913
| +309% | +$1.68M | ﹤0.01% | 1646 |
|
2023
Q4 | $523K | Buy |
16,499
+293
| +2% | +$9.28K | ﹤0.01% | 2537 |
|
2023
Q3 | $377K | Sell |
16,206
-13,970
| -46% | -$325K | ﹤0.01% | 2651 |
|
2023
Q2 | $859K | Sell |
30,176
-2,922
| -9% | -$83.1K | ﹤0.01% | 2177 |
|
2023
Q1 | $1.05M | Sell |
33,098
-18,980
| -36% | -$600K | ﹤0.01% | 2014 |
|
2022
Q4 | $1.47M | Sell |
52,078
-22,721
| -30% | -$641K | ﹤0.01% | 1738 |
|
2022
Q3 | $2.33M | Sell |
74,799
-1,453
| -2% | -$45.3K | ﹤0.01% | 1363 |
|
2022
Q2 | $2.41M | Sell |
76,252
-9,656
| -11% | -$306K | ﹤0.01% | 1380 |
|
2022
Q1 | $4.75M | Buy |
85,908
+6,987
| +9% | +$386K | 0.01% | 1079 |
|
2021
Q4 | $4.02M | Buy |
+78,921
| New | +$4.02M | 0.01% | 1191 |
|