Summit Financial’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 | $499K | Sell |
4,856
-139
| -3% | -$14.3K | 0.01% | 574 |
|
|
2025
Q1 | $521K | Sell |
4,995
-894
| -15% | -$93.2K | 0.01% | 500 |
|
|
2024
Q4 | $534K | Buy |
5,889
+730
| +14% | +$66.3K | 0.02% | 439 |
|
|
2024
Q3 | $612K | Buy |
5,159
+486
| +10% | +$57.7K | 0.02% | 340 |
|
|
2024
Q2 | $457K | Buy |
4,673
+2,709
| +138% | +$265K | 0.02% | 341 |
|
|
2024
Q1 | $208K | Sell |
1,964
-1,232
| -39% | -$130K | 0.01% | 365 |
|
|
2023
Q4 | $368K | Sell |
3,196
-1,056
| -25% | -$122K | 0.02% | 276 |
|
|
2023
Q3 | $391K | Sell |
4,252
-7,091
| -63% | -$653K | 0.03% | 269 |
|
|
2023
Q2 | $1.29M | Buy |
+11,343
| New | +$1.29M | 0.09% | 126 |
|
|
2022
Q4 | – | Sell |
-1,617
| Closed | -$234K | – | 252 |
|
|
2022
Q3 | $234K | Buy |
+1,617
| New | +$234K | 0.02% | 227 |
|