Socha Financial Group’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 | – | Sell |
-1,145
| Closed | -$210K | – | 26 |
|
|
2025
Q1 | $210K | Buy |
1,145
+6
| +0.5% | +$1.1K | 0.1% | 21 |
|
|
2024
Q4 | $252K | Buy |
1,139
+5
| +0.4% | +$1.11K | 0.12% | 21 |
|
|
2024
Q3 | $292K | Buy |
1,134
+5
| +0.4% | +$1.29K | 0.13% | 18 |
|
|
2024
Q2 | $291K | Buy |
1,129
+4
| +0.4% | +$1.03K | 0.14% | 16 |
|
|
2024
Q1 | $306K | Buy |
1,125
+4
| +0.4% | +$1.09K | 0.13% | 25 |
|
|
2023
Q4 | $271K | Buy |
1,121
+4
| +0.4% | +$967 | 0.13% | 26 |
|
|
2023
Q3 | $281K | Buy |
1,117
+4
| +0.4% | +$1.01K | 0.15% | 21 |
|
|
2023
Q2 | $274K | Buy |
1,113
+4
| +0.4% | +$984 | 0.14% | 21 |
|
|
2023
Q1 | $250K | Buy |
1,109
+4
| +0.4% | +$903 | 0.16% | 19 |
|
|
2022
Q4 | $256K | Buy |
1,105
+4
| +0.4% | +$927 | 0.18% | 20 |
|
|
2022
Q3 | $253K | Buy |
1,101
+3
| +0.3% | +$689 | 0.22% | 14 |
|
|
2022
Q2 | $256K | Buy |
1,098
+4
| +0.4% | +$932 | 0.26% | 12 |
|
|
2022
Q1 | $252K | Buy |
1,094
+4
| +0.4% | +$921 | 0.21% | 14 |
|
|
2021
Q4 | $274K | Buy |
+1,090
| New | +$274K | 0.21% | 15 |
|