IFP Advisors’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 | $207K | Sell |
1,412
-1,051
| -43% | -$154K | 0.01% | 1256 |
|
|
2025
Q1 | $257K | Buy |
2,463
+90
| +4% | +$9.38K | 0.01% | 1061 |
|
|
2024
Q4 | $216K | Buy |
2,373
+133
| +6% | +$12.1K | 0.01% | 1099 |
|
|
2024
Q3 | $266K | Buy |
2,240
+649
| +41% | +$77K | 0.01% | 948 |
|
|
2024
Q2 | $155K | Sell |
1,591
-361
| -18% | -$35.3K | 0.01% | 1157 |
|
|
2024
Q1 | $207K | Sell |
1,952
-79
| -4% | -$8.36K | 0.01% | 986 |
|
|
2023
Q4 | $234K | Sell |
2,031
-1,506
| -43% | -$173K | 0.01% | 874 |
|
|
2023
Q3 | $326K | Sell |
3,537
-591
| -14% | -$54.4K | 0.01% | 751 |
|
|
2023
Q2 | $470K | Sell |
4,128
-6,079
| -60% | -$693K | 0.02% | 677 |
|
|
2023
Q1 | $1.04M | Buy |
10,207
+1,565
| +18% | +$160K | 0.05% | 383 |
|
|
2022
Q4 | $952K | Buy |
8,642
+734
| +9% | +$80.9K | 0.03% | 639 |
|
|
2022
Q3 | $897K | Sell |
7,908
-349
| -4% | -$39.6K | 0.02% | 674 |
|
|
2022
Q2 | $926K | Hold |
8,257
| – | – | 0.03% | 608 |
|
|
2022
Q1 | $926K | Buy |
8,257
+3,124
| +61% | +$350K | 0.03% | 608 |
|
|
2021
Q4 | $1.1M | Sell |
5,133
-1,132
| -18% | -$242K | 0.02% | 382 |
|
|
2021
Q3 | $1.11M | Sell |
6,265
-47
| -0.7% | -$8.34K | 0.02% | 363 |
|
|
2021
Q2 | $1.23M | Sell |
6,312
-389
| -6% | -$75.9K | 0.03% | 330 |
|
|
2021
Q1 | $1.16M | Buy |
6,701
+499
| +8% | +$86.2K | 0.02% | 339 |
|
|
2020
Q4 | $976K | Buy |
6,202
+1,671
| +37% | +$263K | 0.04% | 356 |
|
|
2020
Q3 | $747K | Buy |
4,531
+528
| +13% | +$87K | 0.04% | 343 |
|
|
2020
Q2 | $645K | Sell |
4,003
-47
| -1% | -$7.57K | 0.05% | 358 |
|
|
2020
Q1 | $579K | Buy |
4,050
+41
| +1% | +$5.86K | 0.06% | 317 |
|
|
2019
Q4 | $561K | Sell |
4,009
-1,030
| -20% | -$144K | 0.04% | 406 |
|
|
2019
Q3 | $683K | Buy |
+5,039
| New | +$683K | 0.05% | 403 |
|
|
2019
Q1 | $198K | Sell |
1,542
-9,888
| -87% | -$1.27M | 0.03% | 478 |
|
|
2018
Q4 | $1.24M | Sell |
11,430
-48
| -0.4% | -$5.19K | 0.08% | 293 |
|
|
2018
Q3 | $1.28M | Sell |
11,478
-2,069
| -15% | -$230K | 0.05% | 364 |
|
|
2018
Q2 | $1.46M | Buy |
13,547
+1,591
| +13% | +$172K | 0.06% | 316 |
|
|
2018
Q1 | $1.33M | Hold |
11,956
| – | – | 0.06% | 317 |
|
|
2017
Q4 | $1.33M | Buy |
11,956
+2,933
| +33% | +$326K | 0.06% | 317 |
|
|
2017
Q3 | $902K | Buy |
9,023
+979
| +12% | +$97.9K | 0.04% | 467 |
|
|
2017
Q2 | $806K | Buy |
8,044
+3,439
| +75% | +$345K | 0.03% | 495 |
|
|
2017
Q1 | $435K | Buy |
4,605
+264
| +6% | +$24.9K | 0.02% | 739 |
|
|
2016
Q4 | $377K | Buy |
4,341
+1,061
| +32% | +$92.1K | 0.02% | 752 |
|
|
2016
Q3 | $309K | Buy |
3,280
+336
| +11% | +$31.7K | 0.02% | 796 |
|
|
2016
Q2 | $299K | Buy |
2,944
+1,402
| +91% | +$142K | 0.02% | 789 |
|
|
2016
Q1 | $198K | Sell |
1,542
-522
| -25% | -$67K | 0.03% | 478 |
|
|
2015
Q4 | $178K | Buy |
+2,064
| New | +$178K | 0.01% | 879 |
|