Allworth Financial’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $957K | Buy |
9,318
+2,541
| +37% | +$261K | ﹤0.01% | 651 |
|
|
2025
Q1 | $683K | Sell |
6,777
-53,631
| -89% | -$5.4M | ﹤0.01% | 619 |
|
|
2024
Q4 | $5.34M | Buy |
60,408
+56,684
| +1,522% | +$5.01M | 0.03% | 255 |
|
|
2024
Q3 | $442K | Sell |
3,724
-15
| -0.4% | -$1.78K | ﹤0.01% | 605 |
|
|
2024
Q2 | $393K | Sell |
3,739
-279
| -7% | -$29.3K | ﹤0.01% | 628 |
|
|
2024
Q1 | $425K | Buy |
4,018
+470
| +13% | +$49.7K | ﹤0.01% | 587 |
|
|
2023
Q4 | $409K | Buy |
3,548
+17
| +0.5% | +$1.96K | ﹤0.01% | 565 |
|
|
2023
Q3 | $325K | Sell |
3,531
-371
| -10% | -$34.1K | ﹤0.01% | 586 |
|
|
2023
Q2 | $445K | Sell |
3,902
-1,128
| -22% | -$129K | ﹤0.01% | 530 |
|
|
2023
Q1 | $673K | Buy |
5,030
+1,099
| +28% | +$147K | 0.01% | 409 |
|
|
2022
Q4 | $533K | Buy |
3,931
+1,016
| +35% | +$138K | 0.01% | 439 |
|
|
2022
Q3 | $421K | Sell |
2,915
-51
| -2% | -$7.37K | 0.01% | 459 |
|
|
2022
Q2 | $499K | Buy |
2,966
+36
| +1% | +$6.06K | 0.01% | 397 |
|
|
2022
Q1 | $541K | Sell |
2,930
-32
| -1% | -$5.91K | 0.01% | 384 |
|
|
2021
Q4 | $618K | Buy |
2,962
+49
| +2% | +$10.2K | 0.01% | 347 |
|
|
2021
Q3 | $505K | Buy |
2,913
+1,459
| +100% | +$253K | 0.01% | 325 |
|
|
2021
Q2 | $284K | Sell |
1,454
-221
| -13% | -$43.2K | 0.01% | 324 |
|
|
2021
Q1 | $288K | Buy |
1,675
+1,046
| +166% | +$180K | 0.01% | 306 |
|
|
2020
Q4 | $100K | Buy |
629
+169
| +37% | +$26.9K | ﹤0.01% | 365 |
|
|
2020
Q3 | $77K | Sell |
460
-72
| -14% | -$12.1K | ﹤0.01% | 362 |
|
|
2020
Q2 | $89K | Buy |
532
+135
| +34% | +$22.6K | ﹤0.01% | 331 |
|
|
2020
Q1 | $58K | Buy |
397
+150
| +61% | +$21.9K | ﹤0.01% | 379 |
|
|
2019
Q4 | $35K | Hold |
247
| – | – | ﹤0.01% | 429 |
|
|
2019
Q3 | $34K | Hold |
247
| – | – | ﹤0.01% | 380 |
|
|
2019
Q2 | $32K | Buy |
247
+106
| +75% | +$13.7K | ﹤0.01% | 385 |
|
|
2019
Q1 | $18K | Hold |
141
| – | – | ﹤0.01% | 470 |
|
|
2018
Q4 | $15K | Sell |
141
-29
| -17% | -$3.09K | ﹤0.01% | 451 |
|
|
2018
Q3 | $19K | Buy |
170
+29
| +21% | +$3.24K | ﹤0.01% | 439 |
|
|
2018
Q2 | $15K | Sell |
141
-2
| -1% | -$213 | ﹤0.01% | 449 |
|
|
2018
Q1 | $16K | Buy |
143
+38
| +36% | +$4.25K | ﹤0.01% | 408 |
|
|
2017
Q4 | $12K | Buy |
+105
| New | +$12K | ﹤0.01% | 448 |
|
|
2016
Q4 | – | Sell |
-219
| Closed | -$21K | – | 678 |
|
|
2016
Q3 | $21K | Buy |
219
+2
| +0.9% | +$192 | ﹤0.01% | 313 |
|
|
2016
Q2 | $22K | Sell |
217
-298
| -58% | -$30.2K | ﹤0.01% | 295 |
|
|
2016
Q1 | $45K | Buy |
515
+303
| +143% | +$26.5K | 0.01% | 218 |
|
|
2015
Q4 | $18K | Buy |
212
+2
| +1% | +$170 | ﹤0.01% | 314 |
|
|
2015
Q3 | $17K | Buy |
210
+2
| +1% | +$162 | 0.01% | 324 |
|
|
2015
Q2 | $17K | Buy |
208
+1
| +0.5% | +$82 | 0.01% | 320 |
|
|
2015
Q1 | $17K | Buy |
+207
| New | +$17K | 0.01% | 323 |
|