Synergy Financial Group’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $750K | Sell |
8,188
-835
| -9% | -$76.5K | 0.55% | 38 |
|
|
2025
Q1 | $885K | Buy |
9,023
+35
| +0.4% | +$3.43K | 0.79% | 31 |
|
|
2024
Q4 | $820K | Sell |
8,988
-444
| -5% | -$40.5K | 0.68% | 34 |
|
|
2024
Q3 | $920K | Sell |
9,432
-256
| -3% | -$25K | 0.87% | 27 |
|
|
2024
Q2 | $754K | Sell |
9,688
-561
| -5% | -$43.7K | 0.79% | 31 |
|
|
2024
Q1 | $937K | Sell |
10,249
-114
| -1% | -$10.4K | 1.06% | 22 |
|
|
2023
Q4 | $995K | Sell |
10,363
-192
| -2% | -$18.4K | 1.22% | 18 |
|
|
2023
Q3 | $963K | Sell |
10,555
-6
| -0.1% | -$548 | 1.34% | 19 |
|
|
2023
Q2 | $1.05M | Buy |
10,561
+515
| +5% | +$51K | 1.41% | 19 |
|
|
2023
Q1 | $1.05M | Sell |
10,046
-1,025
| -9% | -$107K | 1.7% | 16 |
|
|
2022
Q4 | $1.1M | Sell |
11,071
-1,462
| -12% | -$145K | 2.17% | 12 |
|
|
2022
Q3 | $1.06M | Buy |
12,533
+773
| +7% | +$65.1K | 1.58% | 17 |
|
|
2022
Q2 | $898K | Buy |
11,760
+469
| +4% | +$35.8K | 1.41% | 22 |
|
|
2022
Q1 | $1.03M | Buy |
11,291
+711
| +7% | +$64.7K | 1.08% | 28 |
|
|
2021
Q4 | $1.24M | Buy |
+10,580
| New | +$1.24M | 1.11% | 24 |
|