Sowell Financial Services’s Crown Castle CCI Stock Holding History

Sowell Financial Services’s Portfolio CCI Stock Details CCI Fund Activity

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

Other funds holding CCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sowell Financial Services's CCI Position: Q2 2025 in Review

Sowell Financial Services sold out of Crown Castle (CCI) in Q2 2025, closing a stake of 2,040 shares — an estimated $213K sold.

Sowell Financial Services first reported a position in CCI in Q1 2019 and held it in 10 quarters. The position peaked at $882K in Q1 2021. 1,078 funds tracked by Wall St. Rank hold CCI as of Q2 2025.

Sowell Financial Services reported no remaining Crown Castle position as of Q2 2025 after selling out during the quarter.
Sowell Financial Services sold 2,040 Crown Castle shares in Q2 2025, an estimated $213K.
Sowell Financial Services first reported a position in Crown Castle in Q1 2019 and held it in 10 quarters.
Sowell Financial Services's Crown Castle position peaked at $882K in Q1 2021.
1,078 funds tracked by Wall St. Rank held Crown Castle as of Q2 2025.

Based on Sowell Financial Services's 13F filing for Q2 2025, filed 14 Jul 2025.