Strategic Financial Concepts’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 | – | Sell |
-1,128
| Closed | -$207K | – | 357 |
|
|
2025
Q1 | $207K | Buy |
1,128
+62
| +6% | +$11.4K | 0.04% | 314 |
|
|
2024
Q4 | $236K | Buy |
+1,066
| New | +$236K | 0.05% | 291 |
|
|
2024
Q3 | – | Sell |
-31,649
| Closed | -$268K | – | 676 |
|
|
2024
Q2 | $268K | Buy |
31,649
+30,483
| +2,614% | +$258K | 0.16% | 109 |
|
|
2024
Q1 | $317K | Buy |
1,166
+126
| +12% | +$34.2K | 0.08% | 219 |
|
|
2023
Q4 | $251K | Sell |
1,040
-60
| -5% | -$14.5K | 0.15% | 116 |
|
|
2023
Q3 | $276K | Hold |
1,100
| – | – | 0.09% | 193 |
|
|
2023
Q2 | $271K | Hold |
1,100
| – | – | 0.1% | 182 |
|
|
2023
Q1 | $248K | Buy |
+1,100
| New | +$248K | 0.1% | 182 |
|