Stratos Wealth Partners’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 | $1.36M | Sell |
8,335
-159
| -2% | -$25.9K | 0.02% | 607 |
|
|
2025
Q1 | $1.56M | Sell |
8,494
-251
| -3% | -$46.1K | 0.02% | 519 |
|
|
2024
Q4 | $1.93M | Sell |
8,745
-361
| -4% | -$79.8K | 0.03% | 489 |
|
|
2024
Q3 | $2.35M | Sell |
9,106
-373
| -4% | -$96.1K | 0.03% | 424 |
|
|
2024
Q2 | $2.44M | Sell |
9,479
-361
| -4% | -$92.9K | 0.04% | 397 |
|
|
2024
Q1 | $2.67M | Sell |
9,840
-429
| -4% | -$117K | 0.04% | 376 |
|
|
2023
Q4 | $2.48M | Sell |
10,269
-2,132
| -17% | -$515K | 0.05% | 360 |
|
|
2023
Q3 | $3.12M | Buy |
12,401
+763
| +7% | +$192K | 0.07% | 283 |
|
|
2023
Q2 | $2.86M | Buy |
11,638
+1,022
| +10% | +$252K | 0.06% | 285 |
|
|
2023
Q1 | $2.4M | Buy |
10,616
+322
| +3% | +$72.7K | 0.06% | 271 |
|
|
2022
Q4 | $2.39M | Sell |
10,294
-265
| -3% | -$61.4K | 0.06% | 304 |
|
|
2022
Q3 | $2.43M | Sell |
10,559
-578
| -5% | -$133K | 0.07% | 274 |
|
|
2022
Q2 | $2.6M | Buy |
11,137
+34
| +0.3% | +$7.93K | 0.07% | 271 |
|
|
2022
Q1 | $2.56M | Buy |
11,103
+244
| +2% | +$56.2K | 0.06% | 311 |
|
|
2021
Q4 | $2.73M | Buy |
10,859
+1,979
| +22% | +$497K | 0.06% | 289 |
|
|
2021
Q3 | $1.87M | Buy |
8,880
+2,716
| +44% | +$572K | 0.05% | 338 |
|
|
2021
Q2 | $1.44M | Sell |
6,164
-152
| -2% | -$35.6K | 0.04% | 435 |
|
|
2021
Q1 | $1.44M | Buy |
6,316
+1,623
| +35% | +$370K | 0.04% | 398 |
|
|
2020
Q4 | $1.03M | Buy |
4,693
+167
| +4% | +$36.6K | 0.03% | 437 |
|
|
2020
Q3 | $858K | Buy |
4,526
+79
| +2% | +$15K | 0.03% | 441 |
|
|
2020
Q2 | $778K | Sell |
4,447
-686
| -13% | -$120K | 0.03% | 442 |
|
|
2020
Q1 | $736K | Sell |
5,133
-1,169
| -19% | -$168K | 0.03% | 401 |
|
|
2019
Q4 | $1.2M | Buy |
6,302
+738
| +13% | +$140K | 0.05% | 344 |
|
|
2019
Q3 | $1.15M | Buy |
5,564
+1,273
| +30% | +$264K | 0.05% | 339 |
|
|
2019
Q2 | $845K | Sell |
4,291
-182
| -4% | -$35.8K | 0.04% | 415 |
|
|
2019
Q1 | $784K | Buy |
4,473
+1,032
| +30% | +$181K | 0.04% | 433 |
|
|
2018
Q4 | $553K | Buy |
3,441
+479
| +16% | +$77K | 0.03% | 478 |
|
|
2018
Q3 | $639K | Buy |
2,962
+178
| +6% | +$38.4K | 0.03% | 457 |
|
|
2018
Q2 | $609K | Sell |
2,784
-2,590
| -48% | -$567K | 0.03% | 507 |
|
|
2018
Q1 | $1.23M | Buy |
5,374
+46
| +0.9% | +$10.5K | 0.05% | 320 |
|
|
2017
Q4 | $1.22M | Buy |
5,328
+125
| +2% | +$28.6K | 0.05% | 303 |
|
|
2017
Q3 | $1.04M | Buy |
5,203
+2,899
| +126% | +$578K | 0.05% | 329 |
|
|
2017
Q2 | $446K | Sell |
2,304
-285
| -11% | -$55.2K | 0.02% | 498 |
|
|
2017
Q1 | $420K | Buy |
2,589
+735
| +40% | +$119K | 0.02% | 468 |
|
|
2016
Q4 | $284K | Buy |
+1,854
| New | +$284K | 0.02% | 533 |
|
|
2016
Q3 | – | Sell |
-1,300
| Closed | -$215K | – | 716 |
|
|
2016
Q2 | $215K | Buy |
+1,300
| New | +$215K | 0.02% | 550 |
|