Summit Securities Group’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 | $30.1K | Buy |
+293
| New | +$30.1K | 0.01% | 513 |
|
|
2025
Q1 | – | Sell |
-1,401
| Closed | -$127K | – | 683 |
|
|
2024
Q4 | $127K | Buy |
1,401
+1,101
| +367% | +$99.9K | 0.03% | 118 |
|
|
2024
Q3 | $36K | Buy |
+300
| New | +$36K | 0.01% | 162 |
|
|
2024
Q2 | – | Sell |
-1,000
| Closed | -$106K | – | 478 |
|
|
2024
Q1 | $106K | Sell |
1,000
-24,600
| -96% | -$2.61M | 0.02% | 96 |
|
|
2023
Q4 | $2.95M | Buy |
+25,600
| New | +$2.95M | 0.27% | 19 |
|
|
2023
Q3 | – | Sell |
-767
| Closed | -$87K | – | 455 |
|
|
2023
Q2 | $87K | Sell |
767
-83
| -10% | -$9.42K | 0.01% | 203 |
|
|
2023
Q1 | $114K | Sell |
850
-1,689
| -67% | -$227K | 0.01% | 165 |
|
|
2022
Q4 | $344K | Buy |
2,539
+579
| +30% | +$78.4K | 0.01% | 160 |
|
|
2022
Q3 | $283K | Buy |
1,960
+255
| +15% | +$36.8K | 0.02% | 221 |
|
|
2022
Q2 | $287K | Buy |
1,705
+428
| +34% | +$72K | 0.04% | 153 |
|
|
2022
Q1 | $236K | Sell |
1,277
-5,768
| -82% | -$1.07M | 0.03% | 210 |
|
|
2021
Q4 | $1.47M | Buy |
7,045
+545
| +8% | +$114K | 0.07% | 109 |
|
|
2021
Q3 | $1.13M | Sell |
6,500
-1,668
| -20% | -$289K | 0.09% | 109 |
|
|
2021
Q2 | $1.59M | Buy |
8,168
+2,168
| +36% | +$423K | 0.13% | 74 |
|
|
2021
Q1 | $1.03M | Buy |
+6,000
| New | +$1.03M | 0.11% | 85 |
|
|
2020
Q4 | – | Sell |
-1,805
| Closed | -$301K | – | 277 |
|
|
2020
Q3 | $301K | Buy |
+1,805
| New | +$301K | 0.03% | 113 |
|
|
2019
Q4 | – | Sell |
-7,000
| Closed | -$973K | – | 218 |
|
|
2019
Q3 | $973K | Buy |
7,000
+2,000
| +40% | +$278K | 0.09% | 49 |
|
|
2019
Q2 | $652K | Buy |
5,000
+300
| +6% | +$39.1K | 0.08% | 57 |
|
|
2019
Q1 | $602K | Sell |
4,700
-600
| -11% | -$76.9K | 0.11% | 40 |
|
|
2018
Q4 | $576K | Buy |
+5,300
| New | +$576K | 0.05% | 79 |
|
|
2018
Q1 | – | Sell |
-2,400
| Closed | -$266K | – | 97 |
|
|
2017
Q4 | $266K | Sell |
2,400
-300
| -11% | -$33.3K | 0.03% | 134 |
|
|
2017
Q3 | $270K | Buy |
+2,700
| New | +$270K | 0.05% | 87 |
|
|
2017
Q2 | – | Sell |
-4,764
| Closed | -$450K | – | 205 |
|
|
2017
Q1 | $450K | Buy |
+4,764
| New | +$450K | 0.13% | 136 |
|
|
2015
Q2 | – | Sell |
-471
| Closed | -$39K | – | 471 |
|
|
2015
Q1 | $39K | Sell |
471
-10,929
| -96% | -$905K | 0.03% | 196 |
|
|
2014
Q4 | $897K | Buy |
11,400
+10,200
| +850% | +$803K | 0.26% | 70 |
|
|
2014
Q3 | $97K | Buy |
1,200
+700
| +140% | +$56.6K | 0.03% | 290 |
|
|
2014
Q2 | $37K | Buy |
+500
| New | +$37K | 0.01% | 312 |
|