OneDigital Investment Advisors’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $628K | Buy |
6,110
+201
| +3% | +$20.6K | 0.01% | 818 |
|
|
2025
Q1 | $616K | Sell |
5,909
-117
| -2% | -$12.2K | 0.01% | 780 |
|
|
2024
Q4 | $547K | Sell |
6,026
-508
| -8% | -$46.1K | 0.01% | 856 |
|
|
2024
Q3 | $775K | Sell |
6,534
-109
| -2% | -$12.9K | 0.01% | 754 |
|
|
2024
Q2 | $649K | Buy |
6,643
+3,742
| +129% | +$366K | 0.01% | 788 |
|
|
2024
Q1 | $307K | Buy |
2,901
+18
| +0.6% | +$1.91K | ﹤0.01% | 903 |
|
|
2023
Q4 | $332K | Sell |
2,883
-1,557
| -35% | -$179K | 0.01% | 876 |
|
|
2023
Q3 | $409K | Buy |
4,440
+1,387
| +45% | +$128K | 0.01% | 707 |
|
|
2023
Q2 | $348K | Sell |
3,053
-119
| -4% | -$13.6K | 0.01% | 770 |
|
|
2023
Q1 | $424K | Hold |
3,172
| – | – | 0.01% | 677 |
|
|
2022
Q4 | $430K | Buy |
3,172
+108
| +4% | +$14.6K | 0.01% | 558 |
|
|
2022
Q3 | $443K | Buy |
3,064
+36
| +1% | +$5.21K | 0.02% | 494 |
|
|
2022
Q2 | $510K | Buy |
3,028
+81
| +3% | +$13.6K | 0.02% | 408 |
|
|
2022
Q1 | $544K | Buy |
2,947
+494
| +20% | +$91.2K | 0.02% | 410 |
|
|
2021
Q4 | $512K | Buy |
2,453
+212
| +9% | +$44.2K | 0.02% | 428 |
|
|
2021
Q3 | $388K | Sell |
2,241
-295
| -12% | -$51.1K | 0.02% | 490 |
|
|
2021
Q2 | $495K | Buy |
2,536
+243
| +11% | +$47.4K | 0.02% | 411 |
|
|
2021
Q1 | $395K | Buy |
2,293
+157
| +7% | +$27K | 0.02% | 429 |
|
|
2020
Q4 | $340K | Sell |
2,136
-268
| -11% | -$42.7K | 0.02% | 450 |
|
|
2020
Q3 | $400K | Buy |
2,404
+59
| +3% | +$9.82K | 0.03% | 347 |
|
|
2020
Q2 | $392K | Buy |
2,345
+102
| +5% | +$17.1K | 0.03% | 358 |
|
|
2020
Q1 | $324K | Buy |
2,243
+15
| +0.7% | +$2.17K | 0.03% | 352 |
|
|
2019
Q4 | $317K | Buy |
2,228
+5
| +0.2% | +$711 | 0.03% | 395 |
|
|
2019
Q3 | $309K | Sell |
2,223
-239
| -10% | -$33.2K | 0.03% | 374 |
|
|
2019
Q2 | $321K | Buy |
2,462
+2,220
| +917% | +$289K | 0.02% | 330 |
|
|
2019
Q1 | $31K | Buy |
242
+3
| +1% | +$384 | ﹤0.01% | 609 |
|
|
2018
Q4 | $26K | Sell |
239
-26
| -10% | -$2.83K | ﹤0.01% | 613 |
|
|
2018
Q3 | $29K | Buy |
265
+2
| +0.8% | +$219 | 0.01% | 545 |
|
|
2018
Q2 | $28K | Buy |
263
+3
| +1% | +$319 | 0.01% | 691 |
|
|
2018
Q1 | $28K | Buy |
260
+2
| +0.8% | +$215 | 0.01% | 682 |
|
|
2017
Q4 | $29K | Buy |
258
+2
| +0.8% | +$225 | ﹤0.01% | 664 |
|
|
2017
Q3 | $26K | Hold |
256
| – | – | 0.01% | 552 |
|
|
2017
Q2 | $26K | Buy |
+256
| New | +$26K | 0.01% | 660 |
|