LFA
Legacy Financial Advisors’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,769
| Closed | -$289K | – | 353 |
|
|
2025
Q1 | $289K | Buy |
2,769
+247
| +10% | +$25.7K | 0.05% | 277 |
|
|
2024
Q4 | $229K | Sell |
2,522
-467
| -16% | -$42.4K | 0.04% | 309 |
|
|
2024
Q3 | $355K | Sell |
2,989
-38
| -1% | -$4.51K | 0.06% | 248 |
|
|
2024
Q2 | $296K | Buy |
+3,027
| New | +$296K | 0.05% | 256 |
|
|
2023
Q2 | – | Sell |
-1,577
| Closed | -$211K | – | 263 |
|
|
2023
Q1 | $211K | Buy |
+1,577
| New | +$211K | 0.04% | 233 |
|
|
2022
Q3 | – | Sell |
-1,336
| Closed | -$225K | – | 226 |
|
|
2022
Q2 | $225K | Buy |
1,336
+142
| +12% | +$23.9K | 0.06% | 193 |
|
|
2022
Q1 | $220K | Buy |
1,194
+171
| +17% | +$31.5K | 0.05% | 220 |
|
|
2021
Q4 | $214K | Buy |
+1,023
| New | +$214K | 0.05% | 195 |
|
|
2019
Q2 | – | Sell |
-218
| Closed | -$28K | – | 246 |
|
|
2019
Q1 | $28K | Buy |
218
+105
| +93% | +$13.5K | 0.01% | 384 |
|
|
2018
Q4 | $12K | Buy |
113
+41
| +57% | +$4.35K | ﹤0.01% | 514 |
|
|
2018
Q3 | $8K | Hold |
72
| – | – | ﹤0.01% | 573 |
|
|
2018
Q2 | $8K | Buy |
72
+1
| +1% | +$111 | ﹤0.01% | 585 |
|
|
2018
Q1 | $7K | Hold |
71
| – | – | ﹤0.01% | 566 |
|
|
2017
Q4 | $7K | Buy |
+71
| New | +$7K | ﹤0.01% | 561 |
|