Sowell Financial Services’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 Q2	–	Sell	-2,040	Closed	-$213K	–	1047
2025 Q1	$213K	Buy	+2,040	New	+$190K	0.01%	911
2023 Q2	–	Sell	-4,238	Closed	-$567K	–	594
2023 Q1	$567K	Buy	+4,238	New	+$586K	0.04%	408
2021 Q2	–	Sell	-4,878	Closed	-$882K	–	874
2021 Q1	$882K	Buy	4,878 +610	+14%	+$97.7K	0.03%	449
2020 Q4	$679K	Buy	4,268 +376	+10%	+$61K	0.03%	432
2020 Q3	$648K	Sell	3,892 -1,084	-22%	-$179K	0.03%	402
2020 Q2	$833K	Buy	4,976 +1,693	+52%	+$273K	0.05%	319
2020 Q1	$474K	Buy	3,283 +471	+17%	+$70.2K	0.04%	411
2019 Q4	$400K	Buy	2,812 +150	+6%	+$20.5K	0.03%	511
2019 Q3	$370K	Buy	+2,662	New	+$368K	0.03%	483
2019 Q1	$226K	Buy	+1,762	New	+$207K	0.03%	504