IFP Advisors’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 | $233K | Sell |
409
-5,352
| -93% | -$3.05M | 0.01% | 1193 |
|
|
2025
Q1 | $1.06M | Buy |
5,761
+3,659
| +174% | +$671K | 0.03% | 540 |
|
|
2024
Q4 | $2.45M | Sell |
2,102
-5,425
| -72% | -$6.33M | 0.08% | 279 |
|
|
2024
Q3 | $1.94M | Sell |
7,527
-271
| -3% | -$69.8K | 0.07% | 308 |
|
|
2024
Q2 | $2.01M | Sell |
7,798
-258
| -3% | -$66.4K | 0.08% | 266 |
|
|
2024
Q1 | $2.19M | Buy |
8,056
+69
| +0.9% | +$18.8K | 0.1% | 230 |
|
|
2023
Q4 | $1.93M | Sell |
7,987
-121
| -1% | -$29.3K | 0.09% | 242 |
|
|
2023
Q3 | $2.04M | Buy |
8,108
+207
| +3% | +$52K | 0.09% | 228 |
|
|
2023
Q2 | $1.94M | Sell |
7,901
-214
| -3% | -$52.7K | 0.08% | 259 |
|
|
2023
Q1 | $1.81M | Sell |
8,115
-2,239
| -22% | -$499K | 0.08% | 250 |
|
|
2022
Q4 | $2.32M | Sell |
10,354
-4,589
| -31% | -$1.03M | 0.06% | 337 |
|
|
2022
Q3 | $3.35M | Buy |
14,943
+745
| +5% | +$167K | 0.09% | 249 |
|
|
2022
Q2 | $3.18M | Hold |
14,198
| – | – | 0.1% | 238 |
|
|
2022
Q1 | $3.18M | Buy |
14,198
+7,033
| +98% | +$1.57M | 0.1% | 238 |
|
|
2021
Q4 | $1.81M | Buy |
7,165
+324
| +5% | +$81.8K | 0.04% | 292 |
|
|
2021
Q3 | $1.46M | Buy |
6,841
+348
| +5% | +$74.2K | 0.03% | 308 |
|
|
2021
Q2 | $1.52M | Buy |
6,493
+52
| +0.8% | +$12.2K | 0.03% | 297 |
|
|
2021
Q1 | $1.47M | Buy |
6,441
+145
| +2% | +$33K | 0.03% | 295 |
|
|
2020
Q4 | $1.38M | Buy |
6,296
+230
| +4% | +$50.3K | 0.06% | 276 |
|
|
2020
Q3 | $1.15M | Buy |
6,066
+533
| +10% | +$101K | 0.07% | 268 |
|
|
2020
Q2 | $961K | Buy |
5,533
+35
| +0.6% | +$6.08K | 0.08% | 272 |
|
|
2020
Q1 | $776K | Sell |
5,498
-336
| -6% | -$47.4K | 0.08% | 260 |
|
|
2019
Q4 | $1.1M | Buy |
5,834
+334
| +6% | +$63.1K | 0.08% | 257 |
|
|
2019
Q3 | $1.13M | Buy |
+5,500
| New | +$1.13M | 0.08% | 273 |
|
|
2019
Q1 | $287K | Sell |
1,624
-2,391
| -60% | -$423K | 0.04% | 392 |
|
|
2018
Q4 | $654K | Buy |
4,015
+1,598
| +66% | +$260K | 0.04% | 460 |
|
|
2018
Q3 | $521K | Sell |
2,417
-2,721
| -53% | -$587K | 0.02% | 640 |
|
|
2018
Q2 | $1.13M | Sell |
5,138
-1,454
| -22% | -$318K | 0.05% | 388 |
|
|
2018
Q1 | $1.51M | Hold |
6,592
| – | – | 0.07% | 296 |
|
|
2017
Q4 | $1.51M | Sell |
6,592
-3,212
| -33% | -$734K | 0.07% | 296 |
|
|
2017
Q3 | $1.96M | Sell |
9,804
-1,400
| -12% | -$279K | 0.08% | 268 |
|
|
2017
Q2 | $2.17M | Sell |
11,204
-21
| -0.2% | -$4.07K | 0.09% | 246 |
|
|
2017
Q1 | $1.82M | Sell |
11,225
-52
| -0.5% | -$8.43K | 0.08% | 272 |
|
|
2016
Q4 | $1.73M | Buy |
11,277
+263
| +2% | +$40.3K | 0.08% | 262 |
|
|
2016
Q3 | $1.83M | Buy |
11,014
+89
| +0.8% | +$14.8K | 0.1% | 240 |
|
|
2016
Q2 | $1.81M | Buy |
10,925
+9,301
| +573% | +$1.54M | 0.1% | 228 |
|
|
2016
Q1 | $287K | Sell |
1,624
-4,081
| -72% | -$721K | 0.04% | 392 |
|
|
2015
Q4 | $813K | Buy |
+5,705
| New | +$813K | 0.05% | 357 |
|