RDA Financial Network’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-1,451
| Closed | -$236K | – | 274 |
|
|
2025
Q2 | $236K | Sell |
1,451
-82
| -5% | -$14.7K | 0.06% | 232 |
|
|
2025
Q1 | $281K | Sell |
1,533
-109
| -7% | -$19.8K | 0.08% | 194 |
|
|
2024
Q4 | $363K | Sell |
1,642
-166
| -9% | -$39.4K | 0.11% | 170 |
|
|
2024
Q3 | $466K | Sell |
1,808
-72
| -4% | -$17.8K | 0.14% | 146 |
|
|
2024
Q2 | $484K | Sell |
1,880
-43
| -2% | -$11.1K | 0.16% | 135 |
|
|
2024
Q1 | $523K | Buy |
1,923
+44
| +2% | +$11.1K | 0.18% | 125 |
|
|
2023
Q4 | $454K | Sell |
1,879
-235
| -11% | -$55.9K | 0.17% | 132 |
|
|
2023
Q3 | $531K | Buy |
2,114
+50
| +2% | +$13.1K | 0.23% | 102 |
|
|
2023
Q2 | $508K | Buy |
2,064
+150
| +8% | +$35.1K | 0.21% | 109 |
|
|
2023
Q1 | $432K | Sell |
1,914
-25
| -1% | -$5.56K | 0.2% | 116 |
|
|
2022
Q4 | $449K | Sell |
1,939
-76
| -4% | -$18.2K | 0.23% | 107 |
|
|
2022
Q3 | $463K | Buy |
2,015
+51
| +3% | +$12.4K | 0.25% | 101 |
|
|
2022
Q2 | $458K | Buy |
1,964
+87
| +5% | +$21.2K | 0.23% | 109 |
|
|
2022
Q1 | $432K | Sell |
1,877
-40
| -2% | -$9.24K | 0.18% | 127 |
|
|
2021
Q4 | $481K | Buy |
1,917
+28
| +1% | +$6.38K | 0.2% | 120 |
|
|
2021
Q3 | $398K | Sell |
1,889
-11
| -0.6% | -$2.4K | 0.18% | 134 |
|
|
2021
Q2 | $444K | Hold |
1,900
| – | – | 0.2% | 121 |
|
|
2021
Q1 | $433K | Buy |
1,900
+22
| +1% | +$4.96K | 0.19% | 129 |
|
|
2020
Q4 | $411K | Sell |
1,878
-383
| -17% | -$75.3K | 0.19% | 128 |
|
|
2020
Q3 | $428K | Sell |
2,261
-3,886
| -63% | -$709K | 0.19% | 117 |
|
|
2020
Q2 | $1.07M | Buy |
6,147
+458
| +8% | +$76.3K | 0.54% | 52 |
|
|
2020
Q1 | $816K | Buy |
5,689
+560
| +11% | +$98.8K | 0.49% | 54 |
|
|
2019
Q4 | $988K | Buy |
5,129
+111
| +2% | +$21K | 0.4% | 63 |
|
|
2019
Q3 | $908K | Buy |
5,018
+183
| +4% | +$36.7K | 0.39% | 71 |
|
|
2019
Q2 | $967K | Buy |
4,835
+320
| +7% | +$62.5K | 0.44% | 62 |
|
|
2019
Q1 | $862K | Buy |
+4,515
| New | +$760K | 0.41% | 65 |
|
Other funds holding STZ
