Sigma Planning Corp’s Constellation Brands STZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$270K Sell
1,659
-281
-14% -$45.7K 0.01% 1033
2025
Q1
$356K Sell
1,940
-1,933
-50% -$355K 0.01% 874
2024
Q4
$856K Sell
3,873
-2,042
-35% -$451K 0.03% 546
2024
Q3
$1.52M Sell
5,915
-244
-4% -$62.9K 0.05% 371
2024
Q2
$1.58M Sell
6,159
-219
-3% -$56.3K 0.05% 349
2024
Q1
$1.73M Buy
6,378
+3,652
+134% +$993K 0.05% 348
2023
Q4
$659K Sell
2,726
-3,530
-56% -$853K 0.05% 374
2023
Q3
$1.57M Buy
6,256
+127
+2% +$31.9K 0.06% 326
2023
Q2
$1.51M Sell
6,129
-144
-2% -$35.4K 0.05% 344
2023
Q1
$1.42M Sell
6,273
-593
-9% -$134K 0.05% 396
2022
Q4
$1.59M Sell
6,866
-133
-2% -$30.8K 0.06% 340
2022
Q3
$1.61M Buy
6,999
+126
+2% +$28.9K 0.06% 309
2022
Q2
$1.6M Buy
6,873
+142
+2% +$33.1K 0.06% 317
2022
Q1
$1.55M Sell
6,731
-71
-1% -$16.4K 0.05% 388
2021
Q4
$1.71M Buy
6,802
+23
+0.3% +$5.77K 0.05% 364
2021
Q3
$1.43M Sell
6,779
-204
-3% -$43K 0.04% 425
2021
Q2
$1.63M Buy
6,983
+1,476
+27% +$345K 0.05% 377
2021
Q1
$1.26M Sell
5,507
-96
-2% -$21.9K 0.04% 429
2020
Q4
$1.23M Sell
5,603
-632
-10% -$138K 0.04% 386
2020
Q3
$1.18M Buy
6,235
+59
+1% +$11.2K 0.05% 358
2020
Q2
$1.08M Buy
6,176
+637
+12% +$111K 0.05% 368
2020
Q1
$794K Sell
5,539
-3,278
-37% -$470K 0.05% 366
2019
Q4
$1.67M Buy
8,817
+1,118
+15% +$212K 0.07% 287
2019
Q3
$1.6M Buy
7,699
+303
+4% +$62.8K 0.08% 268
2019
Q2
$1.46M Buy
7,396
+1,434
+24% +$282K 0.08% 271
2019
Q1
$1.05M Buy
5,962
+203
+4% +$35.6K 0.06% 310
2018
Q4
$926K Buy
5,759
+1,565
+37% +$252K 0.07% 274
2018
Q3
$904K Buy
4,194
+149
+4% +$32.1K 0.05% 316
2018
Q2
$885K Sell
4,045
-575
-12% -$126K 0.06% 313
2018
Q1
$1.05M Sell
4,620
-2,984
-39% -$680K 0.08% 256
2017
Q4
$1.74M Buy
7,604
+1,390
+22% +$318K 0.13% 184
2017
Q3
$1.24M Sell
6,214
-93
-1% -$18.6K 0.1% 220
2017
Q2
$1.22M Sell
6,307
-136
-2% -$26.4K 0.11% 210
2017
Q1
$1.04M Sell
6,443
-2,224
-26% -$360K 0.1% 231
2016
Q4
$1.33M Buy
8,667
+626
+8% +$96K 0.15% 167
2016
Q3
$1.34M Sell
8,041
-123
-2% -$20.5K 0.16% 153
2016
Q2
$1.35M Sell
8,164
-115
-1% -$19K 0.18% 140
2016
Q1
$1.25M Sell
8,279
-1,255
-13% -$190K 0.17% 139
2015
Q4
$1.36M Sell
9,534
-28
-0.3% -$3.99K 0.19% 121
2015
Q3
$1.2M Buy
9,562
+672
+8% +$84.1K 0.19% 125
2015
Q2
$1.03M Buy
8,890
+51
+0.6% +$5.92K 0.14% 176
2015
Q1
$1.03M Buy
8,839
+80
+0.9% +$9.3K 0.14% 186
2014
Q4
$860K Buy
+8,759
New +$860K 0.11% 215