Key Financial Inc’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $137K | Sell |
843
-3
| -0.4% | -$488 | 0.03% | 334 |
|
|
2025
Q1 | $155K | Buy |
846
+3
| +0.4% | +$551 | 0.03% | 298 |
|
|
2024
Q4 | $186K | Hold |
843
| – | – | 0.04% | 263 |
|
|
2024
Q3 | $217K | Buy |
843
+3
| +0.4% | +$773 | 0.05% | 239 |
|
|
2024
Q2 | $216K | Buy |
840
+415
| +98% | +$107K | 0.05% | 233 |
|
|
2024
Q1 | $115K | Hold |
425
| – | – | 0.03% | 295 |
|
|
2023
Q4 | $103K | Hold |
425
| – | – | 0.03% | 306 |
|
|
2023
Q3 | $107K | Hold |
425
| – | – | 0.04% | 271 |
|
|
2023
Q2 | $105K | Hold |
425
| – | – | 0.03% | 283 |
|
|
2023
Q1 | $96K | Hold |
425
| – | – | 0.04% | 289 |
|
|
2022
Q4 | $97.6K | Hold |
425
| – | – | 0.05% | 243 |
|
|
2022
Q3 | $98K | Hold |
425
| – | – | 0.05% | 246 |
|
|
2022
Q2 | $100K | Hold |
425
| – | – | 0.05% | 239 |
|
|
2022
Q1 | $98K | Hold |
425
| – | – | 0.05% | 254 |
|
|
2021
Q4 | $107K | Hold |
425
| – | – | 0.05% | 219 |
|
|
2021
Q3 | $90K | Hold |
425
| – | – | 0.05% | 236 |
|
|
2021
Q2 | $95K | Hold |
425
| – | – | 0.05% | 235 |
|
|
2021
Q1 | $97K | Hold |
425
| – | – | 0.06% | 197 |
|
|
2020
Q4 | $93K | Buy |
+425
| New | +$93K | 0.07% | 188 |
|
|
2020
Q2 | – | Sell |
-425
| Closed | -$62K | – | 556 |
|
|
2020
Q1 | $62K | Buy |
+425
| New | +$62K | 0.06% | 198 |
|