Summit Financial’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.05M | Sell |
22,344
-14,780
| -40% | -$1.35M | 0.05% | 289 |
|
|
2025
Q1 | $3.64M | Buy |
37,124
+1,801
| +5% | +$177K | 0.1% | 170 |
|
|
2024
Q4 | $3.22M | Sell |
35,323
-4,583
| -11% | -$418K | 0.11% | 152 |
|
|
2024
Q3 | $3.89M | Buy |
39,906
+7,424
| +23% | +$724K | 0.15% | 110 |
|
|
2024
Q2 | $2.53M | Buy |
32,482
+16,439
| +102% | +$1.28M | 0.12% | 129 |
|
|
2024
Q1 | $1.47M | Buy |
16,043
+458
| +3% | +$41.9K | 0.09% | 138 |
|
|
2023
Q4 | $1.5M | Buy |
15,585
+319
| +2% | +$30.6K | 0.1% | 128 |
|
|
2023
Q3 | $1.39M | Buy |
15,266
+1,208
| +9% | +$110K | 0.1% | 125 |
|
|
2023
Q2 | $1.39M | Buy |
14,058
+3,136
| +29% | +$311K | 0.1% | 119 |
|
|
2023
Q1 | $1.14M | Buy |
10,922
+105
| +1% | +$10.9K | 0.1% | 107 |
|
|
2022
Q4 | $1.07M | Buy |
10,817
+1,999
| +23% | +$198K | 0.1% | 106 |
|
|
2022
Q3 | $743K | Buy |
8,818
+3,813
| +76% | +$321K | 0.07% | 135 |
|
|
2022
Q2 | $382K | Buy |
5,005
+2,020
| +68% | +$154K | 0.04% | 176 |
|
|
2022
Q1 | $272K | Buy |
2,985
+610
| +26% | +$55.5K | 0.02% | 221 |
|
|
2021
Q4 | $278K | Buy |
2,375
+424
| +22% | +$49.6K | 0.02% | 218 |
|
|
2021
Q3 | $215K | Buy |
+1,951
| New | +$215K | 0.02% | 212 |
|