SageView Advisory Group’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $626K | Buy |
5,756
+252
| +5% | +$27.4K | 0.02% | 328 |
|
|
2025
Q1 | $574K | Buy |
5,504
+200
| +4% | +$20.8K | 0.02% | 318 |
|
|
2024
Q4 | $481K | Buy |
5,304
+87
| +2% | +$7.9K | 0.02% | 348 |
|
|
2024
Q3 | $619K | Sell |
5,217
-4
| -0.1% | -$475 | 0.03% | 263 |
|
|
2024
Q2 | $510K | Buy |
5,221
+109
| +2% | +$10.6K | 0.02% | 336 |
|
|
2024
Q1 | $541K | Sell |
5,112
-553
| -10% | -$58.5K | 0.03% | 308 |
|
|
2023
Q4 | $612K | Buy |
5,665
+2,240
| +65% | +$242K | 0.03% | 351 |
|
|
2023
Q3 | $315K | Sell |
3,425
-661
| -16% | -$60.8K | 0.02% | 412 |
|
|
2023
Q2 | $466K | Buy |
4,086
+38
| +0.9% | +$4.33K | 0.03% | 367 |
|
|
2023
Q1 | $542K | Buy |
+4,048
| New | +$542K | 0.03% | 293 |
|