Steward Partners Investment Advisory’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.98M | Sell |
12,166
-1,534
| -11% | -$250K | 0.02% | 725 |
|
|
2025
Q1 | $2.51M | Sell |
13,700
-1,982
| -13% | -$364K | 0.02% | 587 |
|
|
2024
Q4 | $3.47M | Buy |
15,682
+821
| +6% | +$181K | 0.03% | 474 |
|
|
2024
Q3 | $3.83M | Buy |
14,861
+62
| +0.4% | +$16K | 0.04% | 440 |
|
|
2024
Q2 | $3.81M | Buy |
14,799
+538
| +4% | +$138K | 0.04% | 400 |
|
|
2024
Q1 | $3.88M | Buy |
14,261
+656
| +5% | +$178K | 0.04% | 397 |
|
|
2023
Q4 | $3.29M | Sell |
13,605
-732
| -5% | -$177K | 0.04% | 374 |
|
|
2023
Q3 | $3.6M | Buy |
14,337
+194
| +1% | +$48.8K | 0.06% | 324 |
|
|
2023
Q2 | $3.48M | Sell |
14,143
-191
| -1% | -$47K | 0.05% | 337 |
|
|
2023
Q1 | $3.24M | Buy |
14,334
+242
| +2% | +$54.7K | 0.05% | 348 |
|
|
2022
Q4 | $3.27M | Sell |
14,092
-1,999
| -12% | -$463K | 0.06% | 335 |
|
|
2022
Q3 | $3.7M | Buy |
16,091
+3,247
| +25% | +$746K | 0.07% | 281 |
|
|
2022
Q2 | $2.99M | Sell |
12,844
-560
| -4% | -$130K | 0.05% | 340 |
|
|
2022
Q1 | $3.09M | Buy |
13,404
+159
| +1% | +$36.6K | 0.05% | 368 |
|
|
2021
Q4 | $3.32M | Buy |
13,245
+2,953
| +29% | +$741K | 0.05% | 350 |
|
|
2021
Q3 | $2.17M | Buy |
10,292
+10
| +0.1% | +$2.11K | 0.04% | 433 |
|
|
2021
Q2 | $2.41M | Sell |
10,282
-525
| -5% | -$123K | 0.04% | 406 |
|
|
2021
Q1 | $2.46M | Buy |
10,807
+607
| +6% | +$138K | 0.04% | 381 |
|
|
2020
Q4 | $2.23M | Buy |
10,200
+335
| +3% | +$73.4K | 0.05% | 347 |
|
|
2020
Q3 | $1.87M | Buy |
9,865
+575
| +6% | +$109K | 0.05% | 337 |
|
|
2020
Q2 | $1.63M | Buy |
9,290
+83
| +0.9% | +$14.5K | 0.05% | 347 |
|
|
2020
Q1 | $1.32M | Buy |
9,207
+4
| +0% | +$573 | 0.05% | 327 |
|
|
2019
Q4 | $1.75M | Sell |
9,203
-703
| -7% | -$133K | 0.05% | 326 |
|
|
2019
Q3 | $2.05M | Buy |
9,906
+40
| +0.4% | +$8.29K | 0.07% | 272 |
|
|
2019
Q2 | $1.94M | Buy |
9,866
+148
| +2% | +$29.1K | 0.07% | 261 |
|
|
2019
Q1 | $1.7M | Buy |
9,718
+43
| +0.4% | +$7.54K | 0.07% | 263 |
|
|
2018
Q4 | $1.56M | Buy |
9,675
+958
| +11% | +$154K | 0.08% | 262 |
|
|
2018
Q3 | $1.88M | Sell |
8,717
-1,349
| -13% | -$291K | 0.09% | 229 |
|
|
2018
Q2 | $2.2M | Sell |
10,066
-172
| -2% | -$37.6K | 0.13% | 180 |
|
|
2018
Q1 | $2.33M | Sell |
10,238
-271
| -3% | -$61.8K | 0.16% | 148 |
|
|
2017
Q4 | $2.4M | Buy |
10,509
+698
| +7% | +$160K | 0.18% | 130 |
|
|
2017
Q3 | $1.96M | Buy |
9,811
+399
| +4% | +$79.5K | 0.2% | 119 |
|
|
2017
Q2 | $1.82M | Buy |
9,412
+855
| +10% | +$166K | 0.2% | 117 |
|
|
2017
Q1 | $1.39M | Buy |
+8,557
| New | +$1.39M | 0.21% | 102 |
|