Clearstead 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 | $422K | Sell |
4,111
-844
| -17% | -$86.7K | 0.01% | 651 |
|
|
2025
Q1 | $516K | Sell |
4,955
-101
| -2% | -$10.5K | 0.01% | 569 |
|
|
2024
Q4 | $459K | Sell |
5,056
-494
| -9% | -$44.8K | 0.01% | 601 |
|
|
2024
Q3 | $658K | Sell |
5,550
-681
| -11% | -$80.8K | 0.01% | 507 |
|
|
2024
Q2 | $609K | Buy |
6,231
+4,110
| +194% | +$402K | 0.01% | 497 |
|
|
2024
Q1 | $212K | Buy |
2,121
+72
| +4% | +$7.2K | 0.01% | 457 |
|
|
2023
Q4 | $236K | Sell |
2,049
-4,399
| -68% | -$507K | 0.01% | 431 |
|
|
2023
Q3 | $593K | Buy |
6,448
+2,846
| +79% | +$262K | 0.02% | 381 |
|
|
2023
Q2 | $410K | Buy |
3,602
+97
| +3% | +$11.1K | 0.02% | 317 |
|
|
2023
Q1 | $469K | Sell |
3,505
-281
| -7% | -$37.6K | 0.03% | 273 |
|
|
2022
Q4 | $514K | Sell |
3,786
-212
| -5% | -$28.8K | 0.04% | 253 |
|
|
2022
Q3 | $578K | Sell |
3,998
-562
| -12% | -$81.3K | 0.05% | 204 |
|
|
2022
Q2 | $768K | Sell |
4,560
-36
| -0.8% | -$6.06K | 0.06% | 196 |
|
|
2022
Q1 | $848K | Buy |
4,596
+156
| +4% | +$28.8K | 0.06% | 195 |
|
|
2021
Q4 | $927K | Sell |
4,440
-209
| -4% | -$43.6K | 0.06% | 190 |
|
|
2021
Q3 | $806K | Buy |
4,649
+405
| +10% | +$70.2K | 0.06% | 193 |
|
|
2021
Q2 | $828K | Buy |
4,244
+152
| +4% | +$29.7K | 0.06% | 183 |
|
|
2021
Q1 | $704K | Buy |
4,092
+59
| +1% | +$10.2K | 0.06% | 190 |
|
|
2020
Q4 | $642K | Buy |
4,033
+207
| +5% | +$33K | 0.06% | 186 |
|
|
2020
Q3 | $637K | Sell |
3,826
-697
| -15% | -$116K | 0.07% | 163 |
|
|
2020
Q2 | $757K | Buy |
4,523
+1,337
| +42% | +$224K | 0.09% | 154 |
|
|
2020
Q1 | $460K | Buy |
3,186
+361
| +13% | +$52.1K | 0.07% | 160 |
|
|
2019
Q4 | $402K | Buy |
2,825
+825
| +41% | +$117K | 0.05% | 200 |
|
|
2019
Q3 | $278K | Buy |
2,000
+350
| +21% | +$48.7K | 0.04% | 220 |
|
|
2019
Q2 | $215K | Sell |
1,650
-158
| -9% | -$20.6K | 0.03% | 258 |
|
|
2019
Q1 | $231K | Buy |
+1,808
| New | +$231K | 0.03% | 241 |
|