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
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