Sheaff Brock Investment Advisors’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $248K | Buy |
1,350
+75
| +6% | +$13.8K | 0.02% | 361 |
|
|
2024
Q4 | $282K | Buy |
1,275
+20
| +2% | +$4.42K | 0.02% | 346 |
|
|
2024
Q3 | $323K | Sell |
1,255
-14
| -1% | -$3.61K | 0.03% | 319 |
|
|
2024
Q2 | $327K | Sell |
1,269
-6
| -0.5% | -$1.54K | 0.03% | 314 |
|
|
2024
Q1 | $346K | Sell |
1,275
-99
| -7% | -$26.9K | 0.02% | 327 |
|
|
2023
Q4 | $332K | Hold |
1,374
| – | – | 0.03% | 325 |
|
|
2023
Q3 | $345K | Sell |
1,374
-195
| -12% | -$49K | 0.03% | 298 |
|
|
2023
Q2 | $386K | Buy |
1,569
+11
| +0.7% | +$2.71K | 0.03% | 296 |
|
|
2023
Q1 | $352K | Sell |
1,558
-50
| -3% | -$11.3K | 0.03% | 313 |
|
|
2022
Q4 | $373K | Buy |
1,608
+87
| +6% | +$20.2K | 0.04% | 293 |
|
|
2022
Q3 | $349K | Buy |
1,521
+30
| +2% | +$6.88K | 0.04% | 293 |
|
|
2022
Q2 | $347K | Buy |
1,491
+65
| +5% | +$15.1K | 0.03% | 299 |
|
|
2022
Q1 | $329K | Buy |
1,426
+20
| +1% | +$4.61K | 0.02% | 346 |
|
|
2021
Q4 | $353K | Buy |
1,406
+30
| +2% | +$7.53K | 0.02% | 337 |
|
|
2021
Q3 | $290K | Sell |
1,376
-1,030
| -43% | -$217K | 0.02% | 382 |
|
|
2021
Q2 | $563K | Buy |
2,406
+1,000
| +71% | +$234K | 0.04% | 248 |
|
|
2021
Q1 | $321K | Sell |
1,406
-100
| -7% | -$22.8K | 0.03% | 337 |
|
|
2020
Q4 | $330K | Sell |
1,506
-102
| -6% | -$22.4K | 0.03% | 302 |
|
|
2020
Q3 | $305K | Buy |
1,608
+50
| +3% | +$9.48K | 0.03% | 300 |
|
|
2020
Q2 | $273K | Buy |
1,558
+21
| +1% | +$3.68K | 0.03% | 316 |
|
|
2020
Q1 | $220K | Buy |
1,537
+1
| +0.1% | +$143 | 0.03% | 315 |
|
|
2019
Q4 | $291K | Buy |
1,536
+1
| +0.1% | +$189 | 0.03% | 338 |
|
|
2019
Q3 | $318K | Sell |
1,535
-260
| -14% | -$53.9K | 0.03% | 319 |
|
|
2019
Q2 | $354K | Hold |
1,795
| – | – | 0.04% | 305 |
|
|
2019
Q1 | $315K | Buy |
1,795
+525
| +41% | +$92.1K | 0.04% | 330 |
|
|
2018
Q4 | $204K | Sell |
1,270
-80
| -6% | -$12.9K | 0.03% | 390 |
|
|
2018
Q3 | $291K | Sell |
1,350
-108
| -7% | -$23.3K | 0.03% | 352 |
|
|
2018
Q2 | $319K | Sell |
1,458
-483
| -25% | -$106K | 0.03% | 334 |
|
|
2018
Q1 | $442K | Buy |
1,941
+286
| +17% | +$65.1K | 0.05% | 269 |
|
|
2017
Q4 | $378K | Buy |
1,655
+45
| +3% | +$10.3K | 0.05% | 304 |
|
|
2017
Q3 | $321K | Buy |
1,610
+10
| +0.6% | +$1.99K | 0.04% | 347 |
|
|
2017
Q2 | $310K | Sell |
1,600
-50
| -3% | -$9.69K | 0.04% | 377 |
|
|
2017
Q1 | $267K | Sell |
1,650
-300
| -15% | -$48.5K | 0.03% | 428 |
|
|
2016
Q4 | $299K | Buy |
1,950
+300
| +18% | +$46K | 0.04% | 403 |
|
|
2016
Q3 | $275K | Hold |
1,650
| – | – | 0.04% | 382 |
|
|
2016
Q2 | $273K | Buy |
1,650
+100
| +6% | +$16.5K | 0.03% | 397 |
|
|
2016
Q1 | $234K | Sell |
1,550
-592
| -28% | -$89.4K | 0.03% | 451 |
|
|
2015
Q4 | $305K | Buy |
+2,142
| New | +$305K | 0.03% | 402 |
|