Stratos Wealth Partners’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $257K | Sell |
2,504
-18
| -0.7% | -$1.85K | ﹤0.01% | 1207 |
|
2025
Q1 | $263K | Sell |
2,522
-988
| -28% | -$103K | ﹤0.01% | 1150 |
|
2024
Q4 | $319K | Sell |
3,510
-1,015
| -22% | -$92.1K | ﹤0.01% | 1124 |
|
2024
Q3 | $537K | Sell |
4,525
-1,091
| -19% | -$129K | 0.01% | 920 |
|
2024
Q2 | $549K | Sell |
5,616
-1,802
| -24% | -$176K | 0.01% | 871 |
|
2024
Q1 | $785K | Buy |
7,418
+150
| +2% | +$15.9K | 0.01% | 733 |
|
2023
Q4 | $837K | Buy |
7,268
+2,000
| +38% | +$230K | 0.02% | 691 |
|
2023
Q3 | $485K | Buy |
5,268
+1,217
| +30% | +$112K | 0.01% | 829 |
|
2023
Q2 | $462K | Sell |
4,051
-273
| -6% | -$31.1K | 0.01% | 794 |
|
2023
Q1 | $579K | Sell |
4,324
-279
| -6% | -$37.3K | 0.02% | 650 |
|
2022
Q4 | $624K | Sell |
4,603
-102
| -2% | -$13.8K | 0.02% | 648 |
|
2022
Q3 | $680K | Sell |
4,705
-430
| -8% | -$62.1K | 0.02% | 590 |
|
2022
Q2 | $865K | Sell |
5,135
-361
| -7% | -$60.8K | 0.02% | 554 |
|
2022
Q1 | $1.02M | Sell |
5,496
-670
| -11% | -$124K | 0.02% | 546 |
|
2021
Q4 | $1.29M | Buy |
6,166
+1,327
| +27% | +$277K | 0.03% | 491 |
|
2021
Q3 | $839K | Sell |
4,839
-60
| -1% | -$10.4K | 0.02% | 573 |
|
2021
Q2 | $956K | Buy |
4,899
+296
| +6% | +$57.8K | 0.02% | 560 |
|
2021
Q1 | $792K | Sell |
4,603
-795
| -15% | -$137K | 0.02% | 566 |
|
2020
Q4 | $859K | Buy |
5,398
+80
| +2% | +$12.7K | 0.03% | 496 |
|
2020
Q3 | $886K | Buy |
5,318
+296
| +6% | +$49.3K | 0.03% | 431 |
|
2020
Q2 | $840K | Buy |
5,022
+351
| +8% | +$58.7K | 0.03% | 418 |
|
2020
Q1 | $674K | Buy |
4,671
+594
| +15% | +$85.7K | 0.03% | 433 |
|
2019
Q4 | $580K | Buy |
4,077
+526
| +15% | +$74.8K | 0.02% | 549 |
|
2019
Q3 | $494K | Buy |
3,551
+277
| +8% | +$38.5K | 0.02% | 565 |
|
2019
Q2 | $427K | Buy |
3,274
+423
| +15% | +$55.2K | 0.02% | 626 |
|
2019
Q1 | $365K | Buy |
2,851
+366
| +15% | +$46.9K | 0.02% | 645 |
|
2018
Q4 | $270K | Buy |
2,485
+580
| +30% | +$63K | 0.01% | 694 |
|
2018
Q3 | $212K | Buy |
+1,905
| New | +$212K | 0.01% | 821 |
|
2018
Q2 | – | Sell |
-1,788
| Closed | -$196K | – | 1198 |
|
2018
Q1 | $196K | Buy |
1,788
+169
| +10% | +$18.5K | 0.01% | 910 |
|
2017
Q4 | $180K | Buy |
+1,619
| New | +$180K | 0.01% | 923 |
|
2017
Q3 | – | Sell |
-3,109
| Closed | -$311K | – | 924 |
|
2017
Q2 | $311K | Buy |
3,109
+615
| +25% | +$61.5K | 0.02% | 624 |
|
2017
Q1 | $236K | Buy |
+2,494
| New | +$236K | 0.01% | 665 |
|