Financial Advocates Investment 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
Q1 | – | Sell |
-4,423
| Closed | -$401K | – | 712 |
|
|
2024
Q4 | $401K | Sell |
4,423
-544
| -11% | -$49.4K | 0.02% | 522 |
|
|
2024
Q3 | $589K | Buy |
4,967
+176
| +4% | +$20.9K | 0.03% | 412 |
|
|
2024
Q2 | $468K | Sell |
4,791
-856
| -15% | -$83.6K | 0.03% | 448 |
|
|
2024
Q1 | $598K | Sell |
5,647
-793
| -12% | -$83.9K | 0.03% | 422 |
|
|
2023
Q4 | $742K | Sell |
6,440
-1,221
| -16% | -$141K | 0.05% | 347 |
|
|
2023
Q3 | $705K | Sell |
7,661
-132
| -2% | -$12.1K | 0.05% | 337 |
|
|
2023
Q2 | $888K | Buy |
7,793
+271
| +4% | +$30.9K | 0.06% | 289 |
|
|
2023
Q1 | $1.01M | Buy |
7,522
+79
| +1% | +$10.6K | 0.07% | 281 |
|
|
2022
Q4 | $1.01M | Buy |
7,443
+5,415
| +267% | +$734K | 0.08% | 283 |
|
|
2022
Q3 | $269K | Sell |
2,028
-3,946
| -66% | -$523K | 0.02% | 577 |
|
|
2022
Q2 | $1.01M | Buy |
5,974
+3,564
| +148% | +$600K | 0.08% | 271 |
|
|
2022
Q1 | $444K | Buy |
2,410
+193
| +9% | +$35.6K | 0.03% | 471 |
|
|
2021
Q4 | $463K | Buy |
2,217
+18
| +0.8% | +$3.76K | 0.03% | 498 |
|
|
2021
Q3 | $381K | Sell |
2,199
-467
| -18% | -$80.9K | 0.03% | 548 |
|
|
2021
Q2 | $521K | Buy |
2,666
+383
| +17% | +$74.8K | 0.03% | 462 |
|
|
2021
Q1 | $393K | Sell |
2,283
-67
| -3% | -$11.5K | 0.03% | 524 |
|
|
2020
Q4 | $374K | Sell |
2,350
-34
| -1% | -$5.41K | 0.03% | 508 |
|
|
2020
Q3 | $397K | Sell |
2,384
-231
| -9% | -$38.5K | 0.03% | 410 |
|
|
2020
Q2 | $438K | Sell |
2,615
-763
| -23% | -$128K | 0.04% | 372 |
|
|
2020
Q1 | $488K | Buy |
3,378
+56
| +2% | +$8.09K | 0.07% | 276 |
|
|
2019
Q4 | $472K | Sell |
3,322
-46
| -1% | -$6.54K | 0.05% | 316 |
|
|
2019
Q3 | $468K | Buy |
3,368
+74
| +2% | +$10.3K | 0.05% | 299 |
|
|
2019
Q2 | $430K | Buy |
3,294
+690
| +26% | +$90.1K | 0.05% | 314 |
|
|
2019
Q1 | $333K | Buy |
2,604
+4
| +0.2% | +$512 | 0.04% | 343 |
|
|
2018
Q4 | $282K | Sell |
2,600
-44
| -2% | -$4.77K | 0.04% | 346 |
|
|
2018
Q3 | $294K | Sell |
2,644
-203
| -7% | -$22.6K | 0.03% | 394 |
|
|
2018
Q2 | $308K | Sell |
2,847
-820
| -22% | -$88.7K | 0.04% | 361 |
|
|
2018
Q1 | $402K | Buy |
3,667
+185
| +5% | +$20.3K | 0.05% | 296 |
|
|
2017
Q4 | $387K | Buy |
+3,482
| New | +$387K | 0.05% | 302 |
|