Lido Advisors’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 | $3.24M | Sell |
19,944
-26,707
| -57% | -$4.34M | 0.01% | 441 |
|
|
2025
Q1 | $8.56M | Sell |
46,651
-62,382
| -57% | -$11.4M | 0.04% | 242 |
|
|
2024
Q4 | $24.1M | Buy |
109,033
+31,874
| +41% | +$7.04M | 0.11% | 107 |
|
|
2024
Q3 | $19.9M | Buy |
77,159
+241
| +0.3% | +$62.1K | 0.1% | 95 |
|
|
2024
Q2 | $19.8M | Buy |
76,918
+8,191
| +12% | +$2.11M | 0.11% | 91 |
|
|
2024
Q1 | $18.7M | Buy |
68,727
+3,880
| +6% | +$1.05M | 0.11% | 90 |
|
|
2023
Q4 | $15.7M | Buy |
64,847
+5,981
| +10% | +$1.45M | 0.11% | 98 |
|
|
2023
Q3 | $14.8M | Buy |
58,866
+1,404
| +2% | +$353K | 0.11% | 98 |
|
|
2023
Q2 | $14.1M | Buy |
57,462
+5,069
| +10% | +$1.25M | 0.1% | 107 |
|
|
2023
Q1 | $11.8M | Buy |
52,393
+10,423
| +25% | +$2.35M | 0.12% | 104 |
|
|
2022
Q4 | $9.73M | Buy |
41,970
+1,727
| +4% | +$400K | 0.12% | 90 |
|
|
2022
Q3 | $9.24M | Sell |
40,243
-736
| -2% | -$169K | 0.12% | 81 |
|
|
2022
Q2 | $9.55M | Sell |
40,979
-211
| -0.5% | -$49.2K | 0.13% | 77 |
|
|
2022
Q1 | $9.49M | Buy |
41,190
+4,205
| +11% | +$968K | 0.11% | 92 |
|
|
2021
Q4 | $9.22M | Buy |
36,985
+5,546
| +18% | +$1.38M | 0.1% | 93 |
|
|
2021
Q3 | $6.62M | Buy |
+31,439
| New | +$6.62M | 0.09% | 110 |
|
|
2019
Q4 | – | Sell |
-1,035
| Closed | -$215K | – | 621 |
|
|
2019
Q3 | $215K | Sell |
1,035
-87
| -8% | -$18.1K | 0.01% | 477 |
|
|
2019
Q2 | $221K | Sell |
1,122
-53
| -5% | -$10.4K | 0.01% | 450 |
|
|
2019
Q1 | $206K | Sell |
1,175
-593
| -34% | -$104K | 0.01% | 450 |
|
|
2018
Q4 | $284K | Buy |
1,768
+195
| +12% | +$31.3K | 0.03% | 302 |
|
|
2018
Q3 | $339K | Buy |
1,573
+281
| +22% | +$60.6K | 0.03% | 296 |
|
|
2018
Q2 | $282K | Buy |
+1,292
| New | +$282K | 0.03% | 303 |
|
|
2017
Q3 | – | Sell |
-1,041
| Closed | -$202K | – | 322 |
|
|
2017
Q2 | $202K | Buy |
+1,041
| New | +$202K | 0.04% | 245 |
|