Independent Advisor Alliance’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 | $912K | Buy |
8,879
+2,992
| +51% | +$307K | 0.03% | 437 |
|
|
2025
Q1 | $614K | Buy |
5,887
+1,528
| +35% | +$159K | 0.02% | 479 |
|
|
2024
Q4 | $396K | Buy |
+4,359
| New | +$396K | 0.01% | 1027 |
|
|
2024
Q3 | – | Sell |
-3,281
| Closed | -$321K | – | 715 |
|
|
2024
Q2 | $321K | Sell |
3,281
-636
| -16% | -$62.1K | 0.01% | 559 |
|
|
2024
Q1 | $415K | Sell |
3,917
-1,004
| -20% | -$106K | 0.02% | 494 |
|
|
2023
Q4 | $567K | Buy |
4,921
+2,169
| +79% | +$250K | 0.02% | 418 |
|
|
2023
Q3 | $253K | Sell |
2,752
-2,082
| -43% | -$192K | 0.01% | 557 |
|
|
2023
Q2 | $551K | Sell |
4,834
-184
| -4% | -$21K | 0.02% | 407 |
|
|
2023
Q1 | $672K | Sell |
5,018
-375
| -7% | -$50.2K | 0.03% | 357 |
|
|
2022
Q4 | $236K | Buy |
5,393
+1,388
| +35% | +$60.8K | 0.08% | 133 |
|
|
2022
Q3 | $579K | Sell |
4,005
-717
| -15% | -$104K | 0.03% | 337 |
|
|
2022
Q2 | $795K | Sell |
4,722
-170
| -3% | -$28.6K | 0.04% | 307 |
|
|
2022
Q1 | $903K | Buy |
4,892
+1,197
| +32% | +$221K | 0.04% | 292 |
|
|
2021
Q4 | $771K | Sell |
3,695
-3,185
| -46% | -$665K | 0.04% | 310 |
|
|
2021
Q3 | $1.19M | Sell |
6,880
-58
| -0.8% | -$10K | 0.07% | 240 |
|
|
2021
Q2 | $1.35M | Sell |
6,938
-521
| -7% | -$102K | 0.07% | 216 |
|
|
2021
Q1 | $1.28M | Buy |
7,459
+4,280
| +135% | +$737K | 0.08% | 212 |
|
|
2020
Q4 | $506K | Sell |
3,179
-1,810
| -36% | -$288K | 0.03% | 340 |
|
|
2020
Q3 | $831K | Buy |
4,989
+26
| +0.5% | +$4.33K | 0.06% | 212 |
|
|
2020
Q2 | $831K | Buy |
4,963
+884
| +22% | +$148K | 0.09% | 188 |
|
|
2020
Q1 | $589K | Sell |
4,079
-570
| -12% | -$82.3K | 0.09% | 191 |
|
|
2019
Q4 | $661K | Sell |
4,649
-72
| -2% | -$10.2K | 0.03% | 466 |
|
|
2019
Q3 | $656K | Sell |
4,721
-452
| -9% | -$62.8K | 0.08% | 211 |
|
|
2019
Q2 | $674K | Buy |
5,173
+195
| +4% | +$25.4K | 0.1% | 185 |
|
|
2019
Q1 | $637K | Sell |
4,978
-231
| -4% | -$29.6K | 0.09% | 196 |
|
|
2018
Q4 | $566K | Sell |
5,209
-956
| -16% | -$104K | 0.1% | 179 |
|
|
2018
Q3 | $630K | Buy |
6,165
+3,718
| +152% | +$380K | 0.11% | 161 |
|
|
2018
Q2 | $261K | Sell |
2,447
-541
| -18% | -$57.7K | 0.05% | 263 |
|
|
2018
Q1 | $325K | Buy |
2,988
+233
| +8% | +$25.3K | 0.07% | 239 |
|
|
2017
Q4 | $299K | Buy |
2,755
+357
| +15% | +$38.7K | 0.07% | 242 |
|
|
2017
Q3 | $245K | Buy |
+2,398
| New | +$245K | 0.07% | 228 |
|