B. Riley 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 | $478K | Buy |
+4,649
| New | +$478K | 0.02% | 529 |
|
|
2024
Q4 | $1.24M | Sell |
13,675
-3,608
| -21% | -$327K | 0.04% | 389 |
|
|
2024
Q3 | $2.01M | Sell |
17,283
-9,641
| -36% | -$1.12M | 0.06% | 311 |
|
|
2024
Q2 | $2.63M | Sell |
26,924
-12,041
| -31% | -$1.18M | 0.07% | 277 |
|
|
2024
Q1 | $3.59M | Buy |
38,965
+8,990
| +30% | +$827K | 0.1% | 211 |
|
|
2023
Q4 | $3.45M | Sell |
29,975
-8,990
| -23% | -$1.04M | 0.09% | 226 |
|
|
2023
Q3 | $3.59M | Sell |
38,965
-2,561
| -6% | -$236K | 0.1% | 211 |
|
|
2023
Q2 | $4.73M | Sell |
41,526
-4,037
| -9% | -$460K | 0.11% | 196 |
|
|
2023
Q1 | $6.1M | Sell |
45,563
-1,391
| -3% | -$186K | 0.16% | 143 |
|
|
2022
Q4 | $6.37M | Buy |
46,954
+329
| +0.7% | +$44.6K | 0.18% | 137 |
|
|
2022
Q3 | $6.74M | Buy |
46,625
+27,510
| +144% | +$3.98M | 0.2% | 103 |
|
|
2022
Q2 | $3.22M | Sell |
19,115
-2,114
| -10% | -$356K | 0.14% | 158 |
|
|
2022
Q1 | $3.92M | Buy |
21,229
+1,110
| +6% | +$205K | 0.13% | 172 |
|
|
2021
Q4 | $4.2M | Buy |
20,119
+1,219
| +6% | +$254K | 0.12% | 177 |
|
|
2021
Q3 | $3.28M | Buy |
18,900
+1,435
| +8% | +$249K | 0.1% | 219 |
|
|
2021
Q2 | $3.4M | Sell |
17,465
-848
| -5% | -$165K | 0.11% | 211 |
|
|
2021
Q1 | $3.15M | Buy |
18,313
+6,272
| +52% | +$1.08M | 0.11% | 209 |
|
|
2020
Q4 | $1.92M | Sell |
12,041
-1,629
| -12% | -$260K | 0.1% | 210 |
|
|
2020
Q3 | $2.28M | Buy |
13,670
+3,723
| +37% | +$621K | 0.12% | 180 |
|
|
2020
Q2 | $1.67M | Sell |
9,947
-203
| -2% | -$34K | 0.11% | 195 |
|
|
2020
Q1 | $1.47M | Buy |
10,150
+50
| +0.5% | +$7.24K | 0.13% | 168 |
|
|
2019
Q4 | $1.44M | Buy |
10,100
+2,062
| +26% | +$293K | 0.12% | 188 |
|
|
2019
Q3 | $1.12M | Buy |
8,038
+1,570
| +24% | +$219K | 0.11% | 206 |
|
|
2019
Q2 | $845K | Buy |
6,468
+2,795
| +76% | +$365K | 0.09% | 231 |
|
|
2019
Q1 | $473K | Buy |
3,673
+91
| +3% | +$11.7K | 0.06% | 360 |
|
|
2018
Q4 | $391K | Sell |
3,582
-155
| -4% | -$16.9K | 0.06% | 366 |
|
|
2018
Q3 | $419K | Sell |
3,737
-72
| -2% | -$8.07K | 0.05% | 393 |
|
|
2018
Q2 | $413K | Sell |
3,809
-340
| -8% | -$36.9K | 0.05% | 376 |
|
|
2018
Q1 | $457K | Buy |
4,149
+107
| +3% | +$11.8K | 0.06% | 334 |
|
|
2017
Q4 | $451K | Buy |
4,042
+1,153
| +40% | +$129K | 0.06% | 339 |
|
|
2017
Q3 | $291K | Buy |
2,889
+811
| +39% | +$81.7K | 0.05% | 383 |
|
|
2017
Q2 | $210K | Buy |
+2,078
| New | +$210K | 0.04% | 463 |
|
|
2014
Q3 | – | Sell |
-50
| Closed | -$3.73K | – | 830 |
|
|
2014
Q2 | $3.73K | Buy |
+50
| New | +$3.73K | ﹤0.01% | 2126 |
|