Stephens Inc’s Constellation Brands STZ Stock Holding History
Bought
  Maintained
  Sold
  | Quarter | Market Value | Status | Shares | 
        
          
          
            Change in  Stake  | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
| 
        
          
      
        2025
         Q3  | $6.52M | Buy | 
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        2025
         Q2  | $1.81M | Sell | 
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        2025
         Q1  | $2.3M | Sell | 
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        2024
         Q4  | $11.1M | Sell | 
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| 
        
          
      
        2024
         Q3  | $13.3M | Buy | 
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| 
        
          
      
        2024
         Q2  | $12.9M | Buy | 
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| 
        
          
      
        2024
         Q1  | $13.6M | Buy | 
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| 
        
          
      
        2023
         Q4  | $11.7M | Buy | 
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| 
        
          
      
        2023
         Q3  | $10.9M | Sell | 
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| 
        
          
      
        2023
         Q2  | $10.9M | Sell | 
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| 
        
          
      
        2023
         Q1  | $10M | Sell | 
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| 
        
          
      
        2022
         Q4  | $10.4M | Sell | 
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| 
        
          
      
        2022
         Q3  | $12.1M | Sell | 
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| 
        
          
      
        2022
         Q2  | $12.7M | Sell | 
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| 
        
          
      
        2022
         Q1  | $12.8M | Sell | 
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| 
        
          
      
        2021
         Q4  | $13.9M | Sell | 
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| 
        
          
      
        2021
         Q3  | $11.7M | Buy | 
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| 
        
          
      
        2021
         Q2  | $10.5M | Buy | 
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| 
        
          
      
        2021
         Q1  | $9.99M | Sell | 
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| 
        
          
      
        2020
         Q4  | $10M | Buy | 
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| 
        
          
      
        2020
         Q3  | $7.93M | Buy | 
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| 
        
          
      
        2020
         Q2  | $7.22M | Buy | 
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| 
        
          
      
        2020
         Q1  | $5.39M | Buy | 
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| 
        
          
      
        2019
         Q4  | $6.04M | Buy | 
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| 
        
          
      
        2019
         Q3  | $5.83M | Sell | 
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| 
        
          
      
        2019
         Q2  | $5.54M | Sell | 
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| 
        
          
      
        2019
         Q1  | $4.94M | Buy | 
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| 
        
          
      
        2018
         Q4  | $236K | Buy | 
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| 
        
          
      
        2018
         Q3  | $201K | Sell | 
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| 
        
          
      
        2018
         Q2  | $254K | Sell | 
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| 
        
          
      
        2018
         Q1  | $285K | Sell | 
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| 
        
          
      
        2017
         Q4  | $304K | Sell | 
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| 
        
          
      
        2017
         Q3  | $317K | Buy | 
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| 
        
          
      
        2017
         Q2  | – | Sell | 
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| 
        
          
      
        2017
         Q1  | $342K | Buy | 
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