Circle Wealth Management’s SBA Communications SBAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.81M Buy
7,695
+1,910
+33% +$449K 0.04% 82
2025
Q1
$1.27M Buy
5,785
+2,494
+76% +$549K 0.03% 100
2024
Q4
$671K Sell
3,291
-1,704
-34% -$347K 0.01% 144
2024
Q3
$1.2M Buy
4,995
+1,429
+40% +$344K 0.03% 106
2024
Q2
$700K Sell
3,566
-78
-2% -$15.3K 0.02% 126
2024
Q1
$790K Buy
3,644
+234
+7% +$50.7K 0.02% 112
2023
Q4
$865K Buy
3,410
+330
+11% +$83.7K 0.02% 96
2023
Q3
$617K Buy
+3,080
New +$617K 0.02% 118