Catalyst Financial Partners’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
$297K Buy
2,895
+293
+11% +$30.1K 0.03% 234
2025
Q1
$271K Sell
2,602
-224
-8% -$23.3K 0.05% 232
2024
Q4
$256K Sell
2,826
-138
-5% -$12.5K 0.05% 229
2024
Q3
$352K Sell
2,964
-117
-4% -$13.9K 0.07% 177
2024
Q2
$301K Sell
3,081
-6
-0.2% -$586 0.07% 187
2024
Q1
$287K Sell
3,087
-459
-13% -$42.7K 0.07% 176
2023
Q4
$408K Sell
3,546
-617
-15% -$71.1K 0.12% 119
2023
Q3
$383K Buy
4,163
+269
+7% +$24.8K 0.12% 120
2023
Q2
$444K Buy
3,894
+532
+16% +$60.6K 0.16% 96
2023
Q1
$450K Buy
+3,362
New +$450K 0.19% 78