Lake Street Advisors Group’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $399K | Sell |
1,805
-242
| -12% | -$53.5K | 0.02% | 375 |
|
|
2024
Q3 | $527K | Sell |
2,047
-1
| -0% | -$258 | 0.02% | 325 |
|
|
2024
Q2 | $527K | Sell |
2,048
-161
| -7% | -$41.4K | 0.03% | 308 |
|
|
2024
Q1 | $600K | Sell |
2,209
-61
| -3% | -$16.6K | 0.03% | 308 |
|
|
2023
Q4 | $549K | Buy |
+2,270
| New | +$549K | 0.03% | 312 |
|
|
2021
Q3 | – | Sell |
-1,017
| Closed | -$216K | – | 396 |
|
|
2021
Q2 | $216K | Sell |
1,017
-42
| -4% | -$8.92K | 0.02% | 299 |
|
|
2021
Q1 | $242K | Buy |
1,059
+47
| +5% | +$10.7K | 0.02% | 270 |
|
|
2020
Q4 | $222K | Buy |
+1,012
| New | +$222K | 0.02% | 277 |
|
|
2018
Q3 | – | Sell |
-1,209
| Closed | -$265K | – | 302 |
|
|
2018
Q2 | $265K | Buy |
1,209
+47
| +4% | +$10.3K | 0.03% | 252 |
|
|
2018
Q1 | $265K | Buy |
1,162
+60
| +5% | +$13.7K | 0.03% | 231 |
|
|
2017
Q4 | $252K | Buy |
+1,102
| New | +$252K | 0.03% | 266 |
|