Shepherd Financial Partners’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $250K | Sell |
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|
2025
Q2 | $282K | Hold |
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|
2025
Q1 | $286K | Hold |
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|
2024
Q4 | $249K | Hold |
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|
2024
Q3 | $326K | Sell |
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|
2024
Q2 | $323K | Hold |
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|
2024
Q1 | $350K | Sell |
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|
2023
Q4 | $386K | Sell |
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|
2023
Q3 | $331K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $457K | Buy |
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|
2022
Q4 | $463K | Sell |
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|
2022
Q3 | $496K | Buy |
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|
2022
Q2 | $578K | Buy |
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|
2022
Q1 | $633K | Buy |
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|
2021
Q4 | $673K | Buy |
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|
2021
Q3 | $560K | Hold |
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|
2021
Q2 | $630K | Buy |
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|
2021
Q1 | $555K | Sell |
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|
2020
Q4 | $536K | Buy |
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|
2020
Q3 | $560K | Buy |
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|
2020
Q2 | $532K | Sell |
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|
2020
Q1 | $474K | Buy |
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