Prospera Financial Services’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 | $684K | Buy |
4,202
+247
| +6% | +$40.2K | 0.01% | 795 |
|
|
2025
Q1 | $726K | Sell |
3,955
-8,171
| -67% | -$1.5M | 0.02% | 653 |
|
|
2024
Q4 | $2.68M | Buy |
12,126
+8,207
| +209% | +$1.81M | 0.06% | 309 |
|
|
2024
Q3 | $1.01M | Buy |
3,919
+1,168
| +42% | +$301K | 0.03% | 498 |
|
|
2024
Q2 | $708K | Buy |
2,751
+515
| +23% | +$133K | 0.02% | 596 |
|
|
2024
Q1 | $608K | Buy |
2,236
+6
| +0.3% | +$1.63K | 0.02% | 636 |
|
|
2023
Q4 | $539K | Buy |
2,230
+113
| +5% | +$27.3K | 0.02% | 634 |
|
|
2023
Q3 | $533K | Sell |
2,117
-1,624
| -43% | -$409K | 0.02% | 593 |
|
|
2023
Q2 | $921K | Sell |
3,741
-189
| -5% | -$46.5K | 0.04% | 440 |
|
|
2023
Q1 | $888K | Buy |
3,930
+531
| +16% | +$120K | 0.04% | 461 |
|
|
2022
Q4 | $788K | Buy |
3,399
+1,421
| +72% | +$329K | 0.04% | 417 |
|
|
2022
Q3 | $455K | Buy |
1,978
+415
| +27% | +$95.5K | 0.02% | 544 |
|
|
2022
Q2 | $364K | Sell |
1,563
-4,407
| -74% | -$1.03M | 0.02% | 590 |
|
|
2022
Q1 | $1.38M | Buy |
+5,970
| New | +$1.38M | 0.06% | 349 |
|
|
2020
Q4 | – | Sell |
-295
| Closed | -$56K | – | 1463 |
|
|
2020
Q3 | $56K | Buy |
+295
| New | +$56K | 0.02% | 583 |
|
|
2016
Q1 | – | Sell |
-2,726
| Closed | -$388K | – | 370 |
|
|
2015
Q4 | $388K | Buy |
2,726
+418
| +18% | +$59.5K | 0.09% | 158 |
|
|
2015
Q3 | $289K | Buy |
2,308
+303
| +15% | +$37.9K | 0.07% | 193 |
|
|
2015
Q2 | $233K | Buy |
2,005
+205
| +11% | +$23.8K | 0.06% | 243 |
|
|
2015
Q1 | $209K | Buy |
+1,800
| New | +$209K | 0.05% | 282 |
|
|
2014
Q1 | – | Sell |
-3,200
| Closed | -$225K | – | 295 |
|
|
2013
Q4 | $225K | Buy |
+3,200
| New | +$225K | 0.08% | 211 |
|