Arkadios Wealth Advisors’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 | $2.37M | Sell |
23,105
-1,266
| -5% | -$130K | 0.07% | 301 |
|
|
2025
Q1 | $2.54M | Buy |
24,371
+11,925
| +96% | +$1.24M | 0.1% | 236 |
|
|
2024
Q4 | $1.13M | Buy |
12,446
+338
| +3% | +$30.7K | 0.06% | 301 |
|
|
2024
Q3 | $1.44M | Sell |
12,108
-498
| -4% | -$59.1K | 0.08% | 242 |
|
|
2024
Q2 | $1.23M | Buy |
12,606
+3,118
| +33% | +$305K | 0.08% | 239 |
|
|
2024
Q1 | $1M | Buy |
9,488
+42
| +0.4% | +$4.45K | 0.08% | 236 |
|
|
2023
Q4 | $1.09M | Buy |
9,446
+900
| +11% | +$104K | 0.09% | 207 |
|
|
2023
Q3 | $787K | Buy |
8,546
+592
| +7% | +$54.5K | 0.07% | 251 |
|
|
2023
Q2 | $906K | Sell |
7,954
-1,390
| -15% | -$158K | 0.11% | 200 |
|
|
2023
Q1 | $1.25M | Sell |
9,344
-584
| -6% | -$78.2K | 0.15% | 159 |
|
|
2022
Q4 | $1.35M | Sell |
9,928
-397
| -4% | -$53.8K | 0.18% | 137 |
|
|
2022
Q3 | $1.49M | Sell |
10,325
-198
| -2% | -$28.6K | 0.23% | 119 |
|
|
2022
Q2 | $1.77M | Buy |
10,523
+1,481
| +16% | +$249K | 0.26% | 104 |
|
|
2022
Q1 | $1.67M | Buy |
9,042
+831
| +10% | +$153K | 0.22% | 117 |
|
|
2021
Q4 | $1.71M | Buy |
8,211
+5,659
| +222% | +$1.18M | 0.23% | 106 |
|
|
2021
Q3 | $442K | Buy |
2,552
+1
| +0% | +$173 | 0.06% | 321 |
|
|
2021
Q2 | $497K | Buy |
2,551
+1,017
| +66% | +$198K | 0.06% | 335 |
|
|
2021
Q1 | $264K | Buy |
1,534
+130
| +9% | +$22.4K | 0.04% | 365 |
|
|
2020
Q4 | $223K | Buy |
1,404
+853
| +155% | +$135K | 0.05% | 310 |
|
|
2020
Q3 | $92K | Buy |
551
+370
| +204% | +$61.8K | 0.05% | 305 |
|
|
2020
Q2 | $30.7K | Buy |
181
+23
| +15% | +$3.9K | 0.02% | 463 |
|
|
2020
Q1 | $22.8K | Sell |
158
-1
| -0.6% | -$144 | 0.01% | 461 |
|
|
2019
Q4 | $26.1K | Buy |
+159
| New | +$26.1K | 0.02% | 415 |
|