Sowell Financial Services’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,209
| Closed | -$273K | – | 798 |
|
|
2023
Q1 | $273K | Buy |
+1,209
| New | +$273K | 0.02% | 592 |
|
|
2021
Q2 | – | Sell |
-3,822
| Closed | -$923K | – | 2447 |
|
|
2021
Q1 | $923K | Buy |
3,822
+556
| +17% | +$134K | 0.03% | 437 |
|
|
2020
Q4 | $715K | Buy |
3,266
+12
| +0.4% | +$2.63K | 0.03% | 418 |
|
|
2020
Q3 | $617K | Sell |
3,254
-4
| -0.1% | -$758 | 0.03% | 418 |
|
|
2020
Q2 | $570K | Sell |
3,258
-11
| -0.3% | -$1.92K | 0.03% | 417 |
|
|
2020
Q1 | $469K | Buy |
3,269
+824
| +34% | +$118K | 0.03% | 415 |
|
|
2019
Q4 | $464K | Sell |
2,445
-345
| -12% | -$65.5K | 0.04% | 470 |
|
|
2019
Q3 | $578K | Buy |
+2,790
| New | +$578K | 0.05% | 371 |
|
|
2019
Q1 | $409K | Buy |
2,331
+198
| +9% | +$34.7K | 0.05% | 377 |
|
|
2018
Q4 | $343K | Sell |
2,133
-40
| -2% | -$6.43K | 0.05% | 356 |
|
|
2018
Q3 | $469K | Buy |
+2,173
| New | +$469K | 0.07% | 205 |
|