Creative Planning’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 | $7M | Buy |
68,144
+5,071
| +8% | +$521K | 0.01% | 641 |
|
|
2025
Q1 | $6.57M | Buy |
63,073
+1,669
| +3% | +$174K | 0.01% | 619 |
|
|
2024
Q4 | $5.57M | Sell |
61,404
-19,159
| -24% | -$1.74M | 0.01% | 625 |
|
|
2024
Q3 | $9.56M | Sell |
80,563
-191
| -0.2% | -$22.7K | 0.01% | 446 |
|
|
2024
Q2 | $7.89M | Sell |
80,754
-3,081
| -4% | -$301K | 0.01% | 477 |
|
|
2024
Q1 | $8.87M | Buy |
83,835
+13,273
| +19% | +$1.4M | 0.01% | 439 |
|
|
2023
Q4 | $8.13M | Sell |
70,562
-162,920
| -70% | -$18.8M | 0.02% | 430 |
|
|
2023
Q3 | $21.5M | Buy |
233,482
+98,557
| +73% | +$9.07M | 0.03% | 228 |
|
|
2023
Q2 | $15.4M | Sell |
134,925
-1,440
| -1% | -$164K | 0.02% | 265 |
|
|
2023
Q1 | $18.3M | Buy |
136,365
+513
| +0.4% | +$68.7K | 0.03% | 235 |
|
|
2022
Q4 | $18.4M | Sell |
135,852
-7,338
| -5% | -$995K | 0.03% | 227 |
|
|
2022
Q3 | $20.7M | Sell |
143,190
-4,295
| -3% | -$621K | 0.04% | 183 |
|
|
2022
Q2 | $24.8M | Buy |
147,485
+54,044
| +58% | +$9.1M | 0.04% | 172 |
|
|
2022
Q1 | $17.2M | Buy |
93,441
+69,075
| +283% | +$12.8M | 0.03% | 229 |
|
|
2021
Q4 | $5.09M | Sell |
24,366
-3,164
| -11% | -$660K | 0.01% | 415 |
|
|
2021
Q3 | $4.77M | Buy |
27,530
+425
| +2% | +$73.7K | 0.01% | 418 |
|
|
2021
Q2 | $5.29M | Sell |
27,105
-2,147
| -7% | -$419K | 0.01% | 398 |
|
|
2021
Q1 | $5.04M | Buy |
29,252
+2,459
| +9% | +$423K | 0.01% | 411 |
|
|
2020
Q4 | $4.27M | Buy |
26,793
+14,766
| +123% | +$2.35M | 0.01% | 410 |
|
|
2020
Q3 | $2M | Sell |
12,027
-2,390
| -17% | -$398K | 0.01% | 555 |
|
|
2020
Q2 | $2.41M | Buy |
14,417
+3,678
| +34% | +$616K | 0.01% | 435 |
|
|
2020
Q1 | $1.55M | Sell |
10,739
-2,440
| -19% | -$352K | 0.01% | 498 |
|
|
2019
Q4 | $1.87M | Sell |
13,179
-24
| -0.2% | -$3.41K | 0.01% | 535 |
|
|
2019
Q3 | $1.84M | Buy |
13,203
+1,270
| +11% | +$177K | 0.01% | 517 |
|
|
2019
Q2 | $1.56M | Buy |
11,933
+2,485
| +26% | +$324K | 0.01% | 573 |
|
|
2019
Q1 | $1.21M | Buy |
9,448
+1,557
| +20% | +$199K | ﹤0.01% | 651 |
|
|
2018
Q4 | $857K | Sell |
7,891
-231
| -3% | -$25.1K | ﹤0.01% | 720 |
|
|
2018
Q3 | $904K | Sell |
8,122
-249
| -3% | -$27.7K | ﹤0.01% | 800 |
|
|
2018
Q2 | $903K | Buy |
8,371
+123
| +1% | +$13.3K | ﹤0.01% | 794 |
|
|
2018
Q1 | $904K | Sell |
8,248
-2,221
| -21% | -$243K | ﹤0.01% | 783 |
|
|
2017
Q4 | $1.16M | Buy |
10,469
+1,315
| +14% | +$146K | 0.01% | 645 |
|
|
2017
Q3 | $915K | Buy |
9,154
+1,563
| +21% | +$156K | ﹤0.01% | 758 |
|
|
2017
Q2 | $760K | Sell |
7,591
-1,200
| -14% | -$120K | ﹤0.01% | 812 |
|
|
2017
Q1 | $830K | Buy |
8,791
+3,098
| +54% | +$292K | ﹤0.01% | 737 |
|
|
2016
Q4 | $494K | Buy |
5,693
+1,098
| +24% | +$95.3K | ﹤0.01% | 923 |
|
|
2016
Q3 | $433K | Buy |
4,595
+1,641
| +56% | +$155K | ﹤0.01% | 963 |
|
|
2016
Q2 | $300K | Buy |
2,954
+299
| +11% | +$30.4K | ﹤0.01% | 1046 |
|
|
2016
Q1 | $230K | Buy |
2,655
+396
| +18% | +$34.3K | ﹤0.01% | 1136 |
|
|
2015
Q4 | $195K | Sell |
2,259
-30
| -1% | -$2.59K | ﹤0.01% | 1203 |
|
|
2015
Q3 | $181K | Buy |
+2,289
| New | +$181K | ﹤0.01% | 1243 |
|
|
2014
Q4 | – | Sell |
-1,703
| Closed | -$137K | – | 4012 |
|
|
2014
Q3 | $137K | Buy |
1,703
+203
| +14% | +$16.3K | ﹤0.01% | 1271 |
|
|
2014
Q2 | $111K | Buy |
1,500
+1,300
| +650% | +$96.2K | ﹤0.01% | 1362 |
|
|
2014
Q1 | $15K | Hold |
200
| – | – | ﹤0.01% | 2508 |
|
|
2013
Q4 | $15K | Sell |
200
-1,400
| -88% | -$105K | ﹤0.01% | 2345 |
|
|
2013
Q3 | $117K | Buy |
1,600
+1,389
| +658% | +$102K | ﹤0.01% | 1024 |
|
|
2013
Q2 | $15K | Buy |
+211
| New | +$15K | ﹤0.01% | 2083 |
|