HBK Sorce Advisory’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 | $303K | Buy |
2,951
+205
| +7% | +$21.1K | 0.01% | 454 |
|
|
2025
Q1 | $286K | Buy |
2,746
+272
| +11% | +$28.3K | 0.01% | 462 |
|
|
2024
Q4 | $225K | Buy |
2,474
+173
| +8% | +$15.7K | 0.01% | 514 |
|
|
2024
Q3 | $273K | Buy |
+2,301
| New | +$273K | 0.01% | 471 |
|
|
2024
Q1 | – | Sell |
-1,802
| Closed | -$208K | – | 608 |
|
|
2023
Q4 | $208K | Sell |
1,802
-1,837
| -50% | -$212K | 0.01% | 515 |
|
|
2023
Q3 | $335K | Buy |
3,639
+249
| +7% | +$22.9K | 0.01% | 384 |
|
|
2023
Q2 | $386K | Buy |
3,390
+52
| +2% | +$5.93K | 0.02% | 380 |
|
|
2023
Q1 | $447K | Buy |
3,338
+1,714
| +106% | +$229K | 0.02% | 345 |
|
|
2022
Q4 | $220K | Buy |
+1,624
| New | +$220K | 0.01% | 631 |
|