Financial Advocates Investment Management’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,194
| Closed | -$219K | – | 741 |
|
|
2025
Q1 | $219K | Sell |
1,194
-482
| -29% | -$88.5K | 0.02% | 650 |
|
|
2024
Q4 | $370K | Sell |
1,676
-6
| -0.4% | -$1.33K | 0.02% | 545 |
|
|
2024
Q3 | $433K | Buy |
1,682
+2
| +0.1% | +$515 | 0.02% | 499 |
|
|
2024
Q2 | $432K | Buy |
1,680
+87
| +5% | +$22.4K | 0.03% | 464 |
|
|
2024
Q1 | $433K | Sell |
1,593
-168
| -10% | -$45.7K | 0.03% | 487 |
|
|
2023
Q4 | $426K | Sell |
1,761
-51
| -3% | -$12.3K | 0.03% | 461 |
|
|
2023
Q3 | $456K | Buy |
1,812
+2
| +0.1% | +$503 | 0.03% | 432 |
|
|
2023
Q2 | $446K | Sell |
1,810
-160
| -8% | -$39.4K | 0.03% | 429 |
|
|
2023
Q1 | $445K | Sell |
1,970
-280
| -12% | -$63.2K | 0.03% | 444 |
|
|
2022
Q4 | $521K | Sell |
2,250
-4,185
| -65% | -$970K | 0.04% | 438 |
|
|
2022
Q3 | $922K | Buy |
6,435
+4,412
| +218% | +$632K | 0.08% | 263 |
|
|
2022
Q2 | $472K | Sell |
2,023
-19
| -0.9% | -$4.43K | 0.04% | 410 |
|
|
2022
Q1 | $470K | Sell |
2,042
-38
| -2% | -$8.75K | 0.03% | 459 |
|
|
2021
Q4 | $522K | Buy |
2,080
+36
| +2% | +$9.04K | 0.03% | 471 |
|
|
2021
Q3 | $430K | Sell |
2,044
-2,894
| -59% | -$609K | 0.03% | 511 |
|
|
2021
Q2 | $580K | Buy |
4,938
+2,803
| +131% | +$329K | 0.04% | 439 |
|
|
2021
Q1 | $487K | Buy |
2,135
+46
| +2% | +$10.5K | 0.03% | 476 |
|
|
2020
Q4 | $458K | Buy |
2,089
+101
| +5% | +$22.1K | 0.03% | 464 |
|
|
2020
Q3 | $377K | Sell |
1,988
-25
| -1% | -$4.74K | 0.03% | 418 |
|
|
2020
Q2 | $353K | Buy |
+2,013
| New | +$353K | 0.03% | 410 |
|
|
2020
Q1 | – | Sell |
-1,335
| Closed | -$254K | – | 534 |
|
|
2019
Q4 | $254K | Buy |
1,335
+1
| +0.1% | +$190 | 0.03% | 425 |
|
|
2019
Q3 | $276K | Buy |
1,334
+58
| +5% | +$12K | 0.03% | 391 |
|
|
2019
Q2 | $252K | Buy |
1,276
+76
| +6% | +$15K | 0.03% | 395 |
|
|
2019
Q1 | $210K | Buy |
+1,200
| New | +$210K | 0.03% | 429 |
|