Ancora Advisors’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.12M | Buy |
13,055
+1,985
| +18% | +$323K | 0.04% | 283 |
|
2025
Q1 | $2.03M | Buy |
11,070
+7,986
| +259% | +$1.47M | 0.05% | 269 |
|
2024
Q4 | $682K | Sell |
3,084
-266
| -8% | -$58.8K | 0.02% | 457 |
|
2024
Q3 | $863K | Sell |
3,350
-1,589
| -32% | -$409K | 0.02% | 411 |
|
2024
Q2 | $1.27M | Buy |
4,939
+188
| +4% | +$48.4K | 0.03% | 340 |
|
2024
Q1 | $1.29M | Sell |
4,751
-38
| -0.8% | -$10.3K | 0.03% | 340 |
|
2023
Q4 | $1.16M | Buy |
4,789
+160
| +3% | +$38.7K | 0.03% | 344 |
|
2023
Q3 | $1.16M | Sell |
4,629
-200
| -4% | -$50.3K | 0.03% | 329 |
|
2023
Q2 | $1.19M | Buy |
4,829
+3
| +0.1% | +$738 | 0.03% | 322 |
|
2023
Q1 | $1.09M | Sell |
4,826
-855
| -15% | -$193K | 0.03% | 338 |
|
2022
Q4 | $1.32M | Sell |
5,681
-65
| -1% | -$15.1K | 0.04% | 305 |
|
2022
Q3 | $1.32M | Buy |
5,746
+376
| +7% | +$86.4K | 0.04% | 296 |
|
2022
Q2 | $1.25M | Buy |
5,370
+54
| +1% | +$12.6K | 0.04% | 316 |
|
2022
Q1 | $1.22M | Sell |
5,316
-71
| -1% | -$16.3K | 0.03% | 352 |
|
2021
Q4 | $1.35M | Buy |
5,387
+99
| +2% | +$24.8K | 0.03% | 338 |
|
2021
Q3 | $1.11M | Buy |
5,288
+807
| +18% | +$170K | 0.03% | 365 |
|
2021
Q2 | $1.05M | Sell |
4,481
-372
| -8% | -$87K | 0.03% | 382 |
|
2021
Q1 | $1.11M | Buy |
4,853
+104
| +2% | +$23.7K | 0.03% | 361 |
|
2020
Q4 | $1.04M | Buy |
4,749
+206
| +5% | +$45.1K | 0.03% | 342 |
|
2020
Q3 | $861K | Buy |
4,543
+505
| +13% | +$95.7K | 0.03% | 335 |
|
2020
Q2 | $706K | Buy |
4,038
+2,965
| +276% | +$518K | 0.03% | 363 |
|
2020
Q1 | $154K | Hold |
1,073
| – | – | 0.01% | 670 |
|
2019
Q4 | $204K | Buy |
+1,073
| New | +$204K | 0.01% | 641 |
|
2018
Q4 | – | Sell |
-88
| Closed | -$19K | – | 1114 |
|
2018
Q3 | $19K | Buy |
+88
| New | +$19K | ﹤0.01% | 1082 |
|