Stonegate Investment Group’s Constellation Brands STZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,137	Closed	-$251K	–	415
2024 Q4	$251K	Buy	1,137 +9	+0.8%	+$1.99K	0.01%	295
2024 Q3	$291K	Buy	+1,128	New	+$291K	0.01%	278