Umpqua Bank’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 | $301K | Buy |
1,762
+433
| +33% | +$73.8K | 0.09% | 141 |
|
|
2025
Q1 | $244K | Buy |
1,329
+135
| +11% | +$24.8K | 0.08% | 145 |
|
|
2024
Q4 | $218K | Buy |
1,194
+44
| +4% | +$8.02K | 0.08% | 149 |
|
|
2024
Q3 | $296K | Buy |
1,150
+26
| +2% | +$6.7K | 0.11% | 127 |
|
|
2024
Q2 | $289K | Buy |
1,124
+49
| +5% | +$12.6K | 0.11% | 125 |
|
|
2024
Q1 | $292K | Buy |
+1,075
| New | +$292K | 0.12% | 118 |
|