Dakota Wealth Management’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 | $594K | Sell |
5,785
-3,086
| -35% | -$317K | 0.01% | 488 |
|
|
2025
Q1 | $925K | Buy |
8,871
+2,942
| +50% | +$307K | 0.02% | 382 |
|
|
2024
Q4 | $538K | Sell |
5,929
-818
| -12% | -$74.2K | 0.01% | 493 |
|
|
2024
Q3 | $800K | Sell |
6,747
-249
| -4% | -$29.5K | 0.02% | 409 |
|
|
2024
Q2 | $684K | Buy |
6,996
+739
| +12% | +$72.2K | 0.02% | 443 |
|
|
2024
Q1 | $662K | Sell |
6,257
-13,275
| -68% | -$1.41M | 0.02% | 449 |
|
|
2023
Q4 | $2.25M | Sell |
19,532
-6,755
| -26% | -$778K | 0.09% | 211 |
|
|
2023
Q3 | $2.42M | Sell |
26,287
-6,758
| -20% | -$622K | 0.11% | 175 |
|
|
2023
Q2 | $3.77M | Sell |
33,045
-1,619
| -5% | -$184K | 0.18% | 125 |
|
|
2023
Q1 | $4.64M | Buy |
34,664
+993
| +3% | +$133K | 0.31% | 85 |
|
|
2022
Q4 | $4.57M | Buy |
33,671
+5,237
| +18% | +$710K | 0.32% | 78 |
|
|
2022
Q3 | $4.11M | Buy |
28,434
+4,132
| +17% | +$597K | 0.33% | 75 |
|
|
2022
Q2 | $4.09M | Buy |
24,302
+1,150
| +5% | +$194K | 0.38% | 75 |
|
|
2022
Q1 | $4.27M | Buy |
23,152
+19,681
| +567% | +$3.63M | 0.35% | 87 |
|
|
2021
Q4 | $724K | Sell |
3,471
-168
| -5% | -$35K | 0.08% | 206 |
|
|
2021
Q3 | $631K | Buy |
3,639
+17
| +0.5% | +$2.95K | 0.07% | 201 |
|
|
2021
Q2 | $707K | Sell |
3,622
-1,801
| -33% | -$352K | 0.08% | 184 |
|
|
2021
Q1 | $934K | Sell |
5,423
-12,905
| -70% | -$2.22M | 0.12% | 148 |
|
|
2020
Q4 | $2.92M | Sell |
18,328
-12,172
| -40% | -$1.94M | 0.38% | 70 |
|
|
2020
Q3 | $5.08M | Buy |
30,500
+19,567
| +179% | +$3.26M | 0.8% | 36 |
|
|
2020
Q2 | $1.83M | Buy |
+10,933
| New | +$1.83M | 0.31% | 87 |
|