Kestra Private Wealth 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 | $4M | Buy |
38,942
+3,161
| +9% | +$325K | 0.06% | 314 |
|
|
2025
Q1 | $3.73M | Buy |
35,781
+3,763
| +12% | +$392K | 0.06% | 307 |
|
|
2024
Q4 | $2.91M | Sell |
32,018
-2,675
| -8% | -$243K | 0.05% | 345 |
|
|
2024
Q3 | $4.12M | Buy |
34,693
+459
| +1% | +$54.5K | 0.08% | 266 |
|
|
2024
Q2 | $3.34M | Buy |
34,234
+96
| +0.3% | +$9.38K | 0.07% | 279 |
|
|
2024
Q1 | $3.61M | Buy |
34,138
+28,543
| +510% | +$3.02M | 0.08% | 256 |
|
|
2023
Q4 | $644K | Buy |
5,595
+607
| +12% | +$69.9K | 0.02% | 643 |
|
|
2023
Q3 | $459K | Buy |
+4,988
| New | +$459K | 0.01% | 698 |
|
|
2023
Q2 | – | Sell |
-5,079
| Closed | -$680K | – | 1095 |
|
|
2023
Q1 | $680K | Buy |
+5,079
| New | +$680K | 0.03% | 510 |
|
|
2022
Q4 | – | Sell |
-4,481
| Closed | -$648K | – | 915 |
|
|
2022
Q3 | $648K | Buy |
+4,481
| New | +$648K | 0.04% | 426 |
|
|
2021
Q4 | – | Sell |
-4,131
| Closed | -$716K | – | 994 |
|
|
2021
Q3 | $716K | Hold |
4,131
| – | – | 0.04% | 450 |
|
|
2021
Q2 | $806K | Buy |
+4,131
| New | +$806K | 0.05% | 392 |
|
|
2021
Q1 | – | Sell |
-4,136
| Closed | -$647K | – | 807 |
|
|
2020
Q4 | $647K | Sell |
4,136
-5,502
| -57% | -$861K | 0.05% | 379 |
|
|
2020
Q3 | $1.61M | Buy |
+9,638
| New | +$1.61M | 0.14% | 158 |
|