Stifel Financial’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 | $45.9M | Buy |
282,268
+7,539
| +3% | +$1.23M | 0.04% | 358 |
|
|
2025
Q1 | $50.4M | Buy |
274,729
+81,915
| +42% | +$15M | 0.05% | 330 |
|
|
2024
Q4 | $42.6M | Sell |
192,814
-20,683
| -10% | -$4.57M | 0.04% | 356 |
|
|
2024
Q3 | $55M | Buy |
213,497
+19,181
| +10% | +$4.94M | 0.06% | 304 |
|
|
2024
Q2 | $50M | Sell |
194,316
-2,488
| -1% | -$640K | 0.06% | 308 |
|
|
2024
Q1 | $53.5M | Buy |
196,804
+4,219
| +2% | +$1.15M | 0.06% | 292 |
|
|
2023
Q4 | $46.6M | Buy |
192,585
+5,951
| +3% | +$1.44M | 0.06% | 298 |
|
|
2023
Q3 | $46.9M | Sell |
186,634
-837
| -0.4% | -$210K | 0.07% | 272 |
|
|
2023
Q2 | $46.2M | Sell |
187,471
-3,621
| -2% | -$892K | 0.06% | 270 |
|
|
2023
Q1 | $43.2M | Sell |
191,092
-45,687
| -19% | -$10.3M | 0.06% | 280 |
|
|
2022
Q4 | $54.9M | Buy |
236,779
+18,210
| +8% | +$4.22M | 0.08% | 233 |
|
|
2022
Q3 | $50.2M | Sell |
218,569
-8,366
| -4% | -$1.92M | 0.08% | 242 |
|
|
2022
Q2 | $52.9M | Sell |
226,935
-6,500
| -3% | -$1.52M | 0.08% | 237 |
|
|
2022
Q1 | $53.8M | Buy |
233,435
+55,849
| +31% | +$12.9M | 0.07% | 248 |
|
|
2021
Q4 | $44.6M | Buy |
177,586
+9,043
| +5% | +$2.27M | 0.06% | 279 |
|
|
2021
Q3 | $35.5M | Sell |
168,543
-6,515
| -4% | -$1.37M | 0.05% | 306 |
|
|
2021
Q2 | $40.9M | Buy |
175,058
+6,625
| +4% | +$1.55M | 0.06% | 274 |
|
|
2021
Q1 | $38.4M | Sell |
168,433
-15,611
| -8% | -$3.56M | 0.06% | 272 |
|
|
2020
Q4 | $40.3M | Sell |
184,044
-3,848
| -2% | -$843K | 0.07% | 252 |
|
|
2020
Q3 | $35.6M | Sell |
187,892
-1,587
| -0.8% | -$301K | 0.07% | 247 |
|
|
2020
Q2 | $33.2M | Sell |
189,479
-23,280
| -11% | -$4.07M | 0.08% | 241 |
|
|
2020
Q1 | $30.5M | Sell |
212,759
-129,483
| -38% | -$18.5M | 0.08% | 223 |
|
|
2019
Q4 | $65.1M | Buy |
342,242
+35,214
| +11% | +$6.69M | 0.14% | 173 |
|
|
2019
Q3 | $63.4M | Sell |
307,028
-19,687
| -6% | -$4.06M | 0.16% | 161 |
|
|
2019
Q2 | $64.5M | Buy |
326,715
+63,205
| +24% | +$12.5M | 0.17% | 152 |
|
|
2019
Q1 | $46.4M | Buy |
263,510
+140,982
| +115% | +$24.8M | 0.13% | 184 |
|
|
2018
Q4 | $19.7M | Sell |
122,528
-13,681
| -10% | -$2.2M | 0.06% | 281 |
|
|
2018
Q3 | $29.4M | Buy |
136,209
+3,494
| +3% | +$755K | 0.08% | 236 |
|
|
2018
Q2 | $29.1M | Buy |
132,715
+32,786
| +33% | +$7.19M | 0.09% | 227 |
|
|
2018
Q1 | $22.8M | Buy |
99,929
+10,181
| +11% | +$2.32M | 0.07% | 275 |
|
|
2017
Q4 | $20.5M | Buy |
89,748
+28,509
| +47% | +$6.51M | 0.07% | 298 |
|
|
2017
Q3 | $12.2M | Buy |
61,239
+3,465
| +6% | +$691K | 0.04% | 434 |
|
|
2017
Q2 | $11.2M | Buy |
57,774
+4,889
| +9% | +$947K | 0.04% | 433 |
|
|
2017
Q1 | $8.56M | Sell |
52,885
-4,069
| -7% | -$659K | 0.03% | 508 |
|
|
2016
Q4 | $8.71M | Buy |
56,954
+18,468
| +48% | +$2.83M | 0.04% | 463 |
|
|
2016
Q3 | $6.39M | Buy |
38,486
+7,673
| +25% | +$1.27M | 0.03% | 547 |
|
|
2016
Q2 | $5.1M | Sell |
30,813
-8,497
| -22% | -$1.41M | 0.02% | 600 |
|
|
2016
Q1 | $5.94M | Buy |
39,310
+6,121
| +18% | +$925K | 0.03% | 478 |
|
|
2015
Q4 | $4.73M | Buy |
33,189
+5,586
| +20% | +$796K | 0.02% | 585 |
|
|
2015
Q3 | $3.46M | Buy |
27,603
+2,396
| +10% | +$300K | 0.02% | 671 |
|
|
2015
Q2 | $2.92M | Buy |
25,207
+1,874
| +8% | +$217K | 0.02% | 796 |
|
|
2015
Q1 | $2.71M | Sell |
23,333
-2,019
| -8% | -$235K | 0.01% | 815 |
|
|
2014
Q4 | $2.49M | Buy |
25,352
+4,531
| +22% | +$445K | 0.01% | 814 |
|
|
2014
Q3 | $1.82M | Buy |
20,821
+10,388
| +100% | +$906K | 0.02% | 803 |
|
|
2014
Q2 | $919K | Buy |
10,433
+942
| +10% | +$83K | 0.01% | 1169 |
|
|
2014
Q1 | $806K | Buy |
+9,491
| New | +$806K | 0.01% | 1183 |
|