Souders Financial 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 Q2	$310K	Sell	1,906 -1,311	-41%	-$213K	0.04%	163
2025 Q1	$590K	Sell	3,217 -4,358	-58%	-$800K	0.08%	121
2024 Q4	$1.67M	Sell	7,575 -5,208	-41%	-$1.15M	0.23%	76
2024 Q3	$3.29M	Buy	12,783 +864	+7%	+$223K	0.46%	64
2024 Q2	$3.07M	Buy	+11,919	New	+$3.07M	0.46%	63