Transamerica Financial Advisors’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 | – | Sell |
-1
| Closed | -$1K | – | 569 |
|
|
2025
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 435 |
|
|
2024
Q4 | $1K | Sell |
1
-1
| -50% | -$1K | ﹤0.01% | 427 |
|
|
2024
Q3 | $1K | Hold |
2
| – | – | ﹤0.01% | 433 |
|
|
2024
Q2 | $1K | Hold |
2
| – | – | ﹤0.01% | 408 |
|
|
2024
Q1 | $1K | Hold |
2
| – | – | ﹤0.01% | 452 |
|
|
2023
Q4 | $1K | Hold |
2
| – | – | ﹤0.01% | 404 |
|
|
2023
Q3 | $1K | Hold |
2
| – | – | ﹤0.01% | 430 |
|
|
2023
Q2 | $1K | Hold |
2
| – | – | ﹤0.01% | 402 |
|
|
2023
Q1 | $1K | Hold |
2
| – | – | ﹤0.01% | 397 |
|
|
2022
Q4 | $1K | Hold |
2
| – | – | ﹤0.01% | 444 |
|
|
2022
Q3 | $1K | Hold |
2
| – | – | ﹤0.01% | 418 |
|
|
2022
Q2 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 426 |
|
|
2020
Q3 | – | Sell |
-2
| Closed | -$1K | – | 213 |
|
|
2020
Q2 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 336 |
|
|
2019
Q3 | – | Sell |
-1
| Closed | -$1K | – | 142 |
|
|
2019
Q2 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 411 |
|
|
2019
Q1 | – | Sell |
-1
| Closed | -$1K | – | 136 |
|
|
2018
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 384 |
|
|
2018
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 392 |
|
|
2018
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 349 |
|
|
2018
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 343 |
|
|
2017
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 333 |
|
|
2017
Q3 | $1K | Sell |
1
-1
| -50% | -$1K | ﹤0.01% | 329 |
|
|
2017
Q2 | $1K | Hold |
2
| – | – | ﹤0.01% | 298 |
|
|
2017
Q1 | $1K | Sell |
2
-1
| -33% | -$500 | ﹤0.01% | 296 |
|
|
2016
Q4 | $1K | Sell |
3
-9
| -75% | -$3K | ﹤0.01% | 328 |
|
|
2016
Q3 | $2K | Sell |
12
-3
| -20% | -$500 | ﹤0.01% | 309 |
|
|
2016
Q2 | $2K | Sell |
15
-4,234
| -100% | -$565K | ﹤0.01% | 278 |
|
|
2016
Q1 | $368K | Buy |
4,249
+1,126
| +36% | +$97.5K | 0.03% | 247 |
|
|
2015
Q4 | $270K | Buy |
3,123
+183
| +6% | +$15.8K | 0.02% | 286 |
|
|
2015
Q3 | $232K | Buy |
2,940
+17
| +0.6% | +$1.34K | 0.02% | 274 |
|
|
2015
Q2 | $235K | Buy |
2,923
+45
| +2% | +$3.62K | 0.02% | 315 |
|
|
2015
Q1 | $238K | Buy |
2,878
+447
| +18% | +$37K | 0.02% | 317 |
|
|
2014
Q4 | $192K | Buy |
2,431
+242
| +11% | +$19.1K | 0.02% | 272 |
|
|
2014
Q3 | $177K | Sell |
2,189
-1,642
| -43% | -$133K | 0.02% | 264 |
|
|
2014
Q2 | $285K | Sell |
3,831
-1,588
| -29% | -$118K | 0.02% | 240 |
|
|
2014
Q1 | $400K | Buy |
5,419
+1,868
| +53% | +$138K | 0.04% | 180 |
|
|
2013
Q4 | $261K | Buy |
3,551
+123
| +4% | +$9.04K | 0.03% | 226 |
|
|
2013
Q3 | $251K | Buy |
3,428
+2,790
| +437% | +$204K | 0.03% | 224 |
|
|
2013
Q2 | $47K | Buy |
+638
| New | +$47K | 0.01% | 281 |
|