Lee Financial’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 | $260K | Hold |
1,600
| – | – | 0.04% | 126 |
|
|
2025
Q1 | $294K | Sell |
1,600
-24
| -1% | -$4.4K | 0.04% | 118 |
|
|
2024
Q4 | $359K | Hold |
1,624
| – | – | 0.05% | 133 |
|
|
2024
Q3 | $418K | Buy |
1,624
+18
| +1% | +$4.64K | 0.06% | 124 |
|
|
2024
Q2 | $413K | Hold |
1,606
| – | – | 0.07% | 105 |
|
|
2024
Q1 | $436K | Buy |
1,606
+6
| +0.4% | +$1.63K | 0.07% | 104 |
|
|
2023
Q4 | $387K | Hold |
1,600
| – | – | 0.07% | 105 |
|
|
2023
Q3 | $402K | Hold |
1,600
| – | – | 0.07% | 100 |
|
|
2023
Q2 | $394K | Sell |
1,600
-40
| -2% | -$9.85K | 0.07% | 94 |
|
|
2023
Q1 | $370K | Buy |
1,640
+39
| +2% | +$8.81K | 0.06% | 98 |
|
|
2022
Q4 | $371K | Hold |
1,601
| – | – | 0.06% | 113 |
|
|
2022
Q3 | $368K | Sell |
1,601
-1
| -0.1% | -$230 | 0.07% | 107 |
|
|
2022
Q2 | $373K | Buy |
1,602
+2
| +0.1% | +$466 | 0.07% | 106 |
|
|
2022
Q1 | $369K | Hold |
1,600
| – | – | 0.07% | 111 |
|
|
2021
Q4 | $402K | Hold |
1,600
| – | – | 0.08% | 110 |
|
|
2021
Q3 | $337K | Hold |
1,600
| – | – | 0.07% | 108 |
|
|
2021
Q2 | $374K | Hold |
1,600
| – | – | 0.08% | 108 |
|
|
2021
Q1 | $365K | Hold |
1,600
| – | – | 0.09% | 103 |
|
|
2020
Q4 | $350K | Hold |
1,600
| – | – | 0.09% | 97 |
|
|
2020
Q3 | $303K | Hold |
1,600
| – | – | 0.08% | 101 |
|
|
2020
Q2 | $280K | Hold |
1,600
| – | – | 0.08% | 100 |
|
|
2020
Q1 | $229K | Hold |
1,600
| – | – | 0.08% | 100 |
|
|
2019
Q4 | $304K | Hold |
1,600
| – | – | 0.07% | 107 |
|
|
2019
Q3 | $332K | Hold |
1,600
| – | – | 0.07% | 102 |
|
|
2019
Q2 | $315K | Hold |
1,600
| – | – | 0.07% | 106 |
|
|
2019
Q1 | $281K | Hold |
1,600
| – | – | 0.07% | 108 |
|
|
2018
Q4 | $257K | Hold |
1,600
| – | – | 0.07% | 105 |
|
|
2018
Q3 | $345K | Sell |
1,600
-11
| -0.7% | -$2.37K | 0.08% | 95 |
|
|
2018
Q2 | $352K | Buy |
1,611
+11
| +0.7% | +$2.4K | 0.08% | 106 |
|
|
2018
Q1 | $365K | Hold |
1,600
| – | – | 0.09% | 106 |
|
|
2017
Q4 | $366K | Hold |
1,600
| – | – | 0.11% | 90 |
|
|
2017
Q3 | $319K | Hold |
1,600
| – | – | 0.1% | 91 |
|
|
2017
Q2 | $310K | Hold |
1,600
| – | – | 0.11% | 95 |
|
|
2017
Q1 | $259K | Hold |
1,600
| – | – | 0.1% | 99 |
|
|
2016
Q4 | $245K | Buy |
+1,600
| New | +$245K | 0.14% | 94 |
|