Nations Financial Group’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 | – | Sell |
-1,166
| Closed | -$214K | – | 698 |
|
|
2025
Q1 | $214K | Sell |
1,166
-28
| -2% | -$5.14K | 0.02% | 601 |
|
|
2024
Q4 | $264K | Sell |
1,194
-172
| -13% | -$38K | 0.02% | 580 |
|
|
2024
Q3 | $352K | Buy |
1,366
+370
| +37% | +$95.4K | 0.03% | 527 |
|
|
2024
Q2 | $256K | Sell |
996
-47
| -5% | -$12.1K | 0.02% | 562 |
|
|
2024
Q1 | $284K | Sell |
1,043
-84
| -7% | -$22.8K | 0.02% | 535 |
|
|
2023
Q4 | $273K | Sell |
1,127
-44
| -4% | -$10.6K | 0.03% | 536 |
|
|
2023
Q3 | $294K | Buy |
1,171
+20
| +2% | +$5.03K | 0.03% | 504 |
|
|
2023
Q2 | $283K | Sell |
1,151
-138
| -11% | -$34K | 0.03% | 516 |
|
|
2023
Q1 | $291K | Sell |
1,289
-209
| -14% | -$47.2K | 0.03% | 495 |
|
|
2022
Q4 | $347K | Buy |
+1,498
| New | +$347K | 0.04% | 435 |
|
|
2021
Q3 | – | Sell |
-12,243
| Closed | -$2.86M | – | 458 |
|
|
2021
Q2 | $2.86M | Buy |
+12,243
| New | +$2.86M | 0.48% | 37 |
|