HBK Sorce Advisory’s Crown Castle CCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
2025
Q3
$238K Sell
2025
Q2
$303K Buy
2025
Q1
$286K Buy
2024
Q4
$225K Buy
2024
Q3
$273K Buy
2024
Q1
Sell
2023
Q4
$208K Sell
2023
Q3
$335K Buy
2023
Q2
$386K Buy
2023
Q1
$447K Buy
2022
Q4
$220K Buy