Lindbrook Capital’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $15.2K | Sell |
83
-182
| -69% | -$33.4K | ﹤0.01% | 1470 |
|
|
2024
Q4 | $58.6K | Sell |
265
-68
| -20% | -$15K | 0.01% | 756 |
|
|
2024
Q3 | $85.8K | Sell |
333
-119
| -26% | -$30.7K | 0.01% | 604 |
|
|
2024
Q2 | $116K | Buy |
452
+21
| +5% | +$5.4K | 0.01% | 486 |
|
|
2024
Q1 | $117K | Buy |
431
+50
| +13% | +$13.6K | 0.01% | 491 |
|
|
2023
Q4 | $92.1K | Buy |
381
+132
| +53% | +$31.9K | 0.01% | 545 |
|
|
2023
Q3 | $62.6K | Buy |
249
+32
| +15% | +$8.04K | 0.01% | 605 |
|
|
2023
Q2 | $53.4K | Buy |
217
+42
| +24% | +$10.3K | 0.01% | 697 |
|
|
2023
Q1 | $39.5K | Sell |
175
-37
| -17% | -$8.36K | ﹤0.01% | 779 |
|
|
2022
Q4 | $49.1K | Sell |
212
-607
| -74% | -$141K | 0.01% | 704 |
|
|
2022
Q3 | $188K | Buy |
819
+95
| +13% | +$21.8K | 0.03% | 275 |
|
|
2022
Q2 | $169K | Buy |
724
+19
| +3% | +$4.44K | 0.03% | 321 |
|
|
2022
Q1 | $162K | Buy |
705
+35
| +5% | +$8.04K | 0.03% | 342 |
|
|
2021
Q4 | $168K | Buy |
670
+6
| +0.9% | +$1.5K | 0.03% | 348 |
|
|
2021
Q3 | $140K | Buy |
664
+9
| +1% | +$1.9K | 0.04% | 214 |
|
|
2021
Q2 | $153K | Hold |
655
| – | – | 0.03% | 217 |
|
|
2021
Q1 | $149K | Buy |
655
+538
| +460% | +$122K | 0.03% | 201 |
|
|
2020
Q4 | $26K | Buy |
117
+24
| +26% | +$5.33K | 0.01% | 601 |
|
|
2020
Q3 | $18K | Buy |
93
+1
| +1% | +$194 | 0.01% | 649 |
|
|
2020
Q2 | $16K | Sell |
92
-39
| -30% | -$6.78K | ﹤0.01% | 692 |
|
|
2020
Q1 | $19K | Sell |
131
-198
| -60% | -$28.7K | 0.01% | 563 |
|
|
2019
Q4 | $62K | Sell |
329
-17
| -5% | -$3.2K | 0.02% | 377 |
|
|
2019
Q3 | $72K | Buy |
346
+37
| +12% | +$7.7K | 0.03% | 306 |
|
|
2019
Q2 | $60K | Hold |
309
| – | – | 0.02% | 356 |
|
|
2019
Q1 | $54K | Sell |
309
-6
| -2% | -$1.05K | 0.02% | 381 |
|
|
2018
Q4 | $50K | Buy |
+315
| New | +$50K | 0.02% | 343 |
|