Lee Financial’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 | $254K | Hold |
2,471
| – | – | 0.04% | 132 |
|
|
2025
Q1 | $258K | Buy |
+2,471
| New | +$258K | 0.04% | 133 |
|
|
2024
Q1 | – | Sell |
-1,434
| Closed | -$165K | – | 259 |
|
|
2023
Q4 | $165K | Buy |
1,434
+5
| +0.3% | +$576 | 0.03% | 147 |
|
|
2023
Q3 | $132K | Buy |
1,429
+1,124
| +369% | +$103K | 0.02% | 147 |
|
|
2023
Q2 | $34.8K | Buy |
305
+3
| +1% | +$342 | 0.01% | 247 |
|
|
2023
Q1 | $40.4K | Sell |
302
-51
| -14% | -$6.83K | 0.01% | 249 |
|
|
2022
Q4 | $47.9K | Sell |
353
-12
| -3% | -$1.63K | 0.01% | 256 |
|
|
2022
Q3 | $53K | Buy |
365
+16
| +5% | +$2.32K | 0.01% | 246 |
|
|
2022
Q2 | $59K | Buy |
349
+88
| +34% | +$14.9K | 0.01% | 232 |
|
|
2022
Q1 | $48K | Sell |
261
-3
| -1% | -$552 | 0.01% | 243 |
|
|
2021
Q4 | $55K | Buy |
264
+7
| +3% | +$1.46K | 0.01% | 245 |
|
|
2021
Q3 | $45K | Sell |
257
-247
| -49% | -$43.2K | 0.01% | 238 |
|
|
2021
Q2 | $98K | Buy |
504
+4
| +0.8% | +$778 | 0.02% | 183 |
|
|
2021
Q1 | $86K | Hold |
500
| – | – | 0.02% | 185 |
|
|
2020
Q4 | $80K | Buy |
+500
| New | +$80K | 0.02% | 179 |
|
|
2018
Q3 | – | Sell |
-87
| Closed | -$9K | – | 505 |
|
|
2018
Q2 | $9K | Hold |
87
| – | – | ﹤0.01% | 498 |
|
|
2018
Q1 | $10K | Buy |
+87
| New | +$10K | ﹤0.01% | 466 |
|