Sowell Financial Services’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-2,040
| Closed | -$213K | – | 1047 |
|
2025
Q1 | $213K | Buy |
+2,040
| New | +$213K | 0.01% | 911 |
|
2023
Q2 | – | Sell |
-4,238
| Closed | -$567K | – | 594 |
|
2023
Q1 | $567K | Buy |
+4,238
| New | +$567K | 0.04% | 408 |
|
2021
Q2 | – | Sell |
-4,878
| Closed | -$882K | – | 874 |
|
2021
Q1 | $882K | Buy |
4,878
+610
| +14% | +$110K | 0.03% | 449 |
|
2020
Q4 | $679K | Buy |
4,268
+376
| +10% | +$59.8K | 0.03% | 432 |
|
2020
Q3 | $648K | Sell |
3,892
-1,084
| -22% | -$180K | 0.03% | 402 |
|
2020
Q2 | $833K | Buy |
4,976
+1,693
| +52% | +$283K | 0.05% | 319 |
|
2020
Q1 | $474K | Buy |
3,283
+471
| +17% | +$68K | 0.04% | 411 |
|
2019
Q4 | $400K | Buy |
2,812
+150
| +6% | +$21.3K | 0.03% | 511 |
|
2019
Q3 | $370K | Buy |
+2,662
| New | +$370K | 0.03% | 483 |
|
2019
Q1 | $226K | Buy |
+1,762
| New | +$226K | 0.03% | 502 |
|