Key Financial Inc’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
$56.3K Hold
548
0.01% 467
2025
Q1
$57.1K Sell
548
-22
-4% -$2.29K 0.01% 462
2024
Q4
$51.7K Buy
570
+22
+4% +$2K 0.01% 475
2024
Q3
$65K Buy
548
+7
+1% +$830 0.01% 435
2024
Q2
$52.9K Buy
541
+5
+0.9% +$489 0.01% 461
2024
Q1
$56.7K Sell
536
-719
-57% -$76.1K 0.01% 415
2023
Q4
$145K Sell
1,255
-47
-4% -$5.41K 0.04% 249
2023
Q3
$120K Hold
1,302
0.04% 258
2023
Q2
$148K Hold
1,302
0.05% 243
2023
Q1
$174K Sell
1,302
-177
-12% -$23.7K 0.06% 212
2022
Q4
$214K Hold
1,479
0.1% 158
2022
Q3
$214K Buy
1,479
+961
+186% +$139K 0.1% 160
2022
Q2
$89K Hold
518
0.05% 258
2022
Q1
$96K Buy
518
+177
+52% +$32.8K 0.05% 259
2021
Q4
$71K Hold
341
0.04% 293
2021
Q3
$59K Buy
341
+19
+6% +$3.29K 0.03% 320
2021
Q2
$62K Hold
322
0.03% 317
2021
Q1
$55K Buy
322
+19
+6% +$3.25K 0.04% 260
2020
Q4
$48K Buy
+303
New +$48K 0.04% 251
2020
Q2
Sell
-303
Closed -$45K 175
2020
Q1
$45K Buy
+303
New +$45K 0.05% 227