Shepherd Financial Partners’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 | $282K | Hold |
2,746
| – | – | 0.03% | 208 |
|
|
2025
Q1 | $286K | Hold |
2,746
| – | – | 0.03% | 195 |
|
|
2024
Q4 | $249K | Hold |
2,746
| – | – | 0.03% | 195 |
|
|
2024
Q3 | $326K | Sell |
2,746
-558
| -17% | -$66.2K | 0.04% | 173 |
|
|
2024
Q2 | $323K | Hold |
3,304
| – | – | 0.04% | 174 |
|
|
2024
Q1 | $350K | Sell |
3,304
-43
| -1% | -$4.55K | 0.05% | 172 |
|
|
2023
Q4 | $386K | Sell |
3,347
-244
| -7% | -$28.1K | 0.05% | 161 |
|
|
2023
Q3 | $331K | Buy |
+3,591
| New | +$331K | 0.05% | 157 |
|
|
2023
Q2 | – | Sell |
-3,417
| Closed | -$457K | – | 188 |
|
|
2023
Q1 | $457K | Buy |
3,417
+4
| +0.1% | +$535 | 0.08% | 133 |
|
|
2022
Q4 | $463K | Sell |
3,413
-19
| -0.6% | -$2.58K | 0.08% | 126 |
|
|
2022
Q3 | $496K | Buy |
3,432
+1
| +0% | +$145 | 0.1% | 119 |
|
|
2022
Q2 | $578K | Buy |
3,431
+2
| +0.1% | +$337 | 0.11% | 103 |
|
|
2022
Q1 | $633K | Buy |
3,429
+199
| +6% | +$36.7K | 0.11% | 108 |
|
|
2021
Q4 | $673K | Buy |
3,230
+2
| +0.1% | +$417 | 0.12% | 102 |
|
|
2021
Q3 | $560K | Hold |
3,228
| – | – | 0.11% | 104 |
|
|
2021
Q2 | $630K | Buy |
3,228
+2
| +0.1% | +$390 | 0.12% | 102 |
|
|
2021
Q1 | $555K | Sell |
3,226
-136
| -4% | -$23.4K | 0.12% | 106 |
|
|
2020
Q4 | $536K | Buy |
3,362
+1
| +0% | +$159 | 0.12% | 103 |
|
|
2020
Q3 | $560K | Buy |
3,361
+182
| +6% | +$30.3K | 0.13% | 92 |
|
|
2020
Q2 | $532K | Sell |
3,179
-89
| -3% | -$14.9K | 0.14% | 84 |
|
|
2020
Q1 | $474K | Buy |
+3,268
| New | +$474K | 0.16% | 82 |
|