Sunbelt Securities’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 | $68.5K | Sell |
310
-60
| -16% | -$13.3K | 0.01% | 867 |
|
|
2025
Q1 | $68K | Buy |
370
+60
| +19% | +$11K | 0.01% | 833 |
|
|
2024
Q4 | $68.1K | Buy |
310
+1
| +0.3% | +$220 | 0.01% | 867 |
|
|
2024
Q3 | $79.7K | Buy |
309
+26
| +9% | +$6.71K | 0.01% | 824 |
|
|
2024
Q2 | $72.8K | Sell |
283
-38
| -12% | -$9.78K | 0.01% | 812 |
|
|
2024
Q1 | $87.2K | Buy |
321
+1
| +0.3% | +$272 | 0.01% | 743 |
|
|
2023
Q4 | $77.5K | Sell |
320
-70
| -18% | -$16.9K | 0.01% | 729 |
|
|
2023
Q3 | $98.1K | Hold |
390
| – | – | 0.01% | 657 |
|
|
2023
Q2 | $96K | Hold |
390
| – | – | 0.01% | 659 |
|
|
2023
Q1 | $87.6K | Buy |
+390
| New | +$87.6K | 0.01% | 611 |
|
|
2020
Q1 | – | Sell |
-1,758
| Closed | -$334K | – | 623 |
|
|
2019
Q4 | $334K | Buy |
1,758
+101
| +6% | +$19.2K | 0.04% | 421 |
|
|
2019
Q3 | $344K | Buy |
+1,657
| New | +$344K | 0.04% | 388 |
|