Oxford 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,390
| Closed | -$358K | – | 321 |
|
|
2024
Q3 | $358K | Sell |
1,390
-366
| -21% | -$94.3K | 0.02% | 183 |
|
|
2024
Q2 | $452K | Buy |
1,756
+330
| +23% | +$84.9K | 0.03% | 161 |
|
|
2024
Q1 | $388K | Buy |
1,426
+45
| +3% | +$12.2K | 0.03% | 156 |
|
|
2023
Q4 | $334K | Buy |
1,381
+30
| +2% | +$7.25K | 0.02% | 170 |
|
|
2023
Q3 | $340K | Sell |
1,351
-23
| -2% | -$5.78K | 0.03% | 160 |
|
|
2023
Q2 | $338K | Buy |
+1,374
| New | +$338K | 0.03% | 166 |
|