Lokken Investment Group’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,237
| Closed | -$519K | – | 135 |
|
|
2022
Q4 | $519K | Buy |
2,237
+105
| +5% | +$24.3K | 0.41% | 56 |
|
|
2022
Q3 | $490K | Sell |
2,132
-30
| -1% | -$6.9K | 0.42% | 52 |
|
|
2022
Q2 | $504K | Buy |
2,162
+1
| +0% | +$233 | 0.41% | 54 |
|
|
2022
Q1 | $532K | Hold |
2,161
| – | – | 0.42% | 52 |
|
|
2021
Q4 | $542K | Sell |
2,161
-35
| -2% | -$8.78K | 0.39% | 53 |
|
|
2021
Q3 | $463K | Sell |
2,196
-69
| -3% | -$14.5K | 0.37% | 57 |
|
|
2021
Q2 | $530K | Hold |
2,265
| – | – | 0.43% | 53 |
|
|
2021
Q1 | $516K | Sell |
2,265
-330
| -13% | -$75.2K | 0.46% | 51 |
|
|
2020
Q4 | $568K | Buy |
+2,595
| New | +$568K | 0.52% | 44 |
|