Sanibel Captiva Trust Company’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
$3.95M Sell
24,257
-3,043
-11% -$495K 0.12% 133
2025
Q1
$5.01M Buy
27,300
+10,944
+67% +$2.01M 0.16% 114
2024
Q4
$3.61M Buy
16,356
+1,147
+8% +$253K 0.12% 128
2024
Q3
$3.92M Buy
15,209
+6,998
+85% +$1.8M 0.13% 127
2024
Q2
$2.11M Buy
8,211
+5,993
+270% +$1.54M 0.07% 156
2024
Q1
$603K Buy
+2,218
New +$603K 0.02% 242