SBL
Sargent Bickham Lagudis’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $2.91M | Buy |
12,563
+291
| +2% | +$67.4K | 0.24% | 83 |
|
|
2022
Q3 | $2.82M | Sell |
12,272
-158
| -1% | -$36.3K | 0.25% | 83 |
|
|
2022
Q2 | $2.9M | Buy |
12,430
+84
| +0.7% | +$19.6K | 0.25% | 91 |
|
|
2022
Q1 | $2.84M | Buy |
12,346
+1,347
| +12% | +$310K | 0.22% | 91 |
|
|
2021
Q4 | $2.76M | Buy |
10,999
+2,026
| +23% | +$508K | 0.21% | 94 |
|
|
2021
Q3 | $1.89M | Buy |
8,973
+155
| +2% | +$32.7K | 0.15% | 106 |
|
|
2021
Q2 | $2.06M | Buy |
8,818
+157
| +2% | +$36.7K | 0.17% | 101 |
|
|
2021
Q1 | $1.98M | Sell |
8,661
-939
| -10% | -$214K | 0.17% | 97 |
|
|
2020
Q4 | $2.1M | Sell |
9,600
-464
| -5% | -$102K | 0.19% | 89 |
|
|
2020
Q3 | $1.91M | Buy |
10,064
+364
| +4% | +$69K | 0.19% | 90 |
|
|
2020
Q2 | $1.7M | Buy |
9,700
+1,792
| +23% | +$314K | 0.18% | 94 |
|
|
2020
Q1 | $1.13M | Buy |
7,908
+1,093
| +16% | +$157K | 0.15% | 110 |
|
|
2019
Q4 | $1.29M | Sell |
6,815
-1,592
| -19% | -$302K | 0.14% | 106 |
|
|
2019
Q3 | $1.74M | Buy |
8,407
+1,405
| +20% | +$291K | 0.21% | 88 |
|
|
2019
Q2 | $1.38M | Buy |
7,002
+162
| +2% | +$31.9K | 0.16% | 108 |
|
|
2019
Q1 | $1.2M | Buy |
6,840
+2,485
| +57% | +$436K | 0.14% | 112 |
|
|
2018
Q4 | $700K | Sell |
4,355
-1,194
| -22% | -$192K | 0.09% | 125 |
|
|
2018
Q3 | $1.2M | Buy |
5,549
+1,903
| +52% | +$410K | 0.14% | 110 |
|
|
2018
Q2 | $798K | Buy |
3,646
+3,618
| +12,921% | +$792K | 0.1% | 124 |
|
|
2018
Q1 | $6K | Sell |
28
-61
| -69% | -$13.1K | ﹤0.01% | 655 |
|
|
2017
Q4 | $20K | Buy |
89
+61
| +218% | +$13.7K | ﹤0.01% | 496 |
|
|
2017
Q3 | $6K | Hold |
28
| – | – | ﹤0.01% | 682 |
|
|
2017
Q2 | $5K | Buy |
+28
| New | +$5K | ﹤0.01% | 656 |
|