JNBA Financial Advisors’s Constellation Brands STZ Stock Holding History

JNBA Financial Advisors’s Portfolio STZ Stock Details STZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$13K	Hold	80	–	–	﹤0.01%	436
2025 Q1	$14.7K	Hold	80	–	–	﹤0.01%	418
2024 Q4	$17.7K	Hold	80	–	–	﹤0.01%	398
2024 Q3	$20.6K	Hold	80	–	–	﹤0.01%	387
2024 Q2	$20.6K	Hold	80	–	–	﹤0.01%	379
2024 Q1	$21.7K	Sell	80 -26	-25%	-$7.07K	﹤0.01%	385
2023 Q4	$25.6K	Hold	106	–	–	﹤0.01%	368
2023 Q3	$26.6K	Hold	106	–	–	﹤0.01%	352
2023 Q2	$26.1K	Hold	106	–	–	﹤0.01%	363
2023 Q1	$23.9K	Hold	106	–	–	﹤0.01%	369
2022 Q4	$24.6K	Sell	106 -12	-10%	-$2.78K	﹤0.01%	351
2022 Q3	$27K	Buy	118 +1	+0.9%	+$229	﹤0.01%	341
2022 Q2	$27K	Sell	117 -45	-28%	-$10.4K	﹤0.01%	356
2022 Q1	$37K	Sell	162 -25	-13%	-$5.71K	﹤0.01%	325
2021 Q4	$47K	Hold	187	–	–	0.01%	314
2021 Q3	$39K	Buy	187 +45	+32%	+$9.39K	0.01%	326
2021 Q2	$33K	Hold	142	–	–	﹤0.01%	339
2021 Q1	$32K	Hold	142	–	–	﹤0.01%	333
2020 Q4	$31K	Hold	142	–	–	0.01%	309
2020 Q3	$27K	Buy	142 +25	+21%	+$4.75K	0.01%	303
2020 Q2	$20K	Hold	117	–	–	﹤0.01%	332
2020 Q1	$17K	Buy	117 +80	+216%	+$11.6K	﹤0.01%	325
2019 Q4	$7K	Hold	37	–	–	﹤0.01%	472
2019 Q3	$8K	Hold	37	–	–	﹤0.01%	436
2019 Q2	$7K	Hold	37	–	–	﹤0.01%	479
2019 Q1	$6K	Hold	37	–	–	﹤0.01%	443
2018 Q4	$6K	Buy	+37	New	+$6K	﹤0.01%	423
2018 Q3	–	Sell	-37	Closed	-$8K	–	692
2018 Q2	$8K	Hold	37	–	–	﹤0.01%	419
2018 Q1	$8K	Hold	37	–	–	﹤0.01%	397
2017 Q4	$8K	Hold	37	–	–	﹤0.01%	388
2017 Q3	$7K	Hold	37	–	–	﹤0.01%	386
2017 Q2	$7K	Hold	37	–	–	﹤0.01%	376
2017 Q1	$6K	Hold	37	–	–	﹤0.01%	392
2016 Q4	$6K	Sell	37 -375	-91%	-$60.8K	﹤0.01%	399
2016 Q3	$69K	Buy	412 +375	+1,014%	+$62.8K	0.01%	454
2016 Q2	$6K	Buy	37 +18	+95%	+$2.92K	﹤0.01%	397
2016 Q1	$3K	Buy	+19	New	+$3K	﹤0.01%	471