LRI Investments’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 | $130K | Buy |
801
+485
| +153% | +$78.9K | 0.01% | 373 |
|
|
2025
Q1 | $58K | Sell |
316
-490
| -61% | -$89.9K | 0.01% | 516 |
|
|
2024
Q4 | $178K | Buy |
806
+173
| +27% | +$38.2K | 0.02% | 294 |
|
|
2024
Q3 | $153K | Sell |
633
-120
| -16% | -$29K | 0.01% | 328 |
|
|
2024
Q2 | $194K | Buy |
753
+616
| +450% | +$158K | 0.02% | 259 |
|
|
2024
Q1 | $37.2K | Buy |
+137
| New | +$37.2K | 0.01% | 299 |
|