Kestra Advisory Services’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 | $2.23M | Sell |
21,674
-823
| -4% | -$84.5K | 0.01% | 1026 |
|
|
2025
Q1 | $2.34M | Sell |
22,497
-5,946
| -21% | -$620K | 0.01% | 913 |
|
|
2024
Q4 | $2.58M | Buy |
28,443
+10,163
| +56% | +$922K | 0.01% | 874 |
|
|
2024
Q3 | $2.17M | Sell |
18,280
-11,767
| -39% | -$1.4M | 0.01% | 915 |
|
|
2024
Q2 | $2.94M | Buy |
30,047
+2,719
| +10% | +$266K | 0.02% | 779 |
|
|
2024
Q1 | $2.89M | Buy |
27,328
+21,315
| +354% | +$2.26M | 0.02% | 722 |
|
|
2023
Q4 | $5.84M | Buy |
+6,013
| New | +$5.84M | 0.05% | 403 |
|
|
2023
Q1 | – | Sell |
-1,873
| Closed | -$254K | – | 2104 |
|
|
2022
Q4 | $254K | Buy |
+1,873
| New | +$254K | ﹤0.01% | 1863 |
|
|
2022
Q3 | – | Sell |
-7,007
| Closed | -$1.18M | – | 2123 |
|
|
2022
Q2 | $1.18M | Buy |
7,007
+5,737
| +452% | +$966K | 0.01% | 896 |
|
|
2022
Q1 | $234K | Buy |
+1,270
| New | +$234K | ﹤0.01% | 1748 |
|
|
2021
Q4 | – | Sell |
-6,294
| Closed | -$1.09M | – | 2040 |
|
|
2021
Q3 | $1.09M | Buy |
6,294
+2,657
| +73% | +$461K | 0.01% | 972 |
|
|
2021
Q2 | $710K | Buy |
+3,637
| New | +$710K | 0.01% | 1105 |
|