Sequoia Financial Advisors’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68M | Buy |
16,319
+7,018
| +75% | +$721K | 0.01% | 514 |
|
|
2025
Q1 | $969K | Sell |
9,301
-400
| -4% | -$41.7K | 0.01% | 621 |
|
|
2024
Q4 | $880K | Buy |
9,701
+1,272
| +15% | +$115K | 0.01% | 617 |
|
|
2024
Q3 | $1,000K | Buy |
8,429
+416
| +5% | +$49.4K | 0.01% | 547 |
|
|
2024
Q2 | $783K | Buy |
8,013
+909
| +13% | +$88.8K | 0.01% | 548 |
|
|
2024
Q1 | $752K | Sell |
7,104
-3,539
| -33% | -$375K | 0.01% | 559 |
|
|
2023
Q4 | $1.23M | Buy |
10,643
+6,803
| +177% | +$784K | 0.02% | 468 |
|
|
2023
Q3 | $353K | Buy |
3,840
+651
| +20% | +$59.9K | 0.01% | 624 |
|
|
2023
Q2 | $363K | Sell |
3,189
-332
| -9% | -$37.8K | 0.01% | 627 |
|
|
2023
Q1 | $471K | Sell |
3,521
-25
| -0.7% | -$3.35K | 0.01% | 476 |
|
|
2022
Q4 | $481K | Buy |
3,546
+1,720
| +94% | +$233K | 0.01% | 442 |
|
|
2022
Q3 | $264K | Sell |
1,826
-1,246
| -41% | -$180K | 0.01% | 426 |
|
|
2022
Q2 | $518K | Sell |
3,072
-882
| -22% | -$149K | 0.01% | 317 |
|
|
2022
Q1 | $730K | Buy |
3,954
+991
| +33% | +$183K | 0.02% | 290 |
|
|
2021
Q4 | $619K | Buy |
+2,963
| New | +$619K | 0.02% | 294 |
|
|
2021
Q3 | – | Sell |
-2,849
| Closed | -$556K | – | 288 |
|
|
2021
Q2 | $556K | Buy |
2,849
+1,089
| +62% | +$213K | 0.02% | 262 |
|
|
2021
Q1 | $303K | Buy |
+1,760
| New | +$303K | 0.01% | 334 |
|
|
2020
Q4 | – | Sell |
-1,449
| Closed | -$241K | – | 422 |
|
|
2020
Q3 | $241K | Buy |
+1,449
| New | +$241K | 0.01% | 336 |
|
|
2020
Q2 | – | Sell |
-1,895
| Closed | -$274K | – | 371 |
|
|
2020
Q1 | $274K | Buy |
1,895
+72
| +4% | +$10.4K | 0.02% | 278 |
|
|
2019
Q4 | $259K | Buy |
1,823
+120
| +7% | +$17K | 0.02% | 318 |
|
|
2019
Q3 | $237K | Buy |
+1,703
| New | +$237K | 0.02% | 316 |
|