United Capital 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 | $3.62M | Sell |
35,261
-169
| -0.5% | -$17.4K | 0.03% | 326 |
|
|
2025
Q1 | $3.69M | Buy |
35,430
+2,709
| +8% | +$282K | 0.03% | 313 |
|
|
2024
Q4 | $2.97M | Sell |
32,721
-7,324
| -18% | -$665K | 0.03% | 340 |
|
|
2024
Q3 | $4.75M | Sell |
40,045
-2,426
| -6% | -$288K | 0.04% | 271 |
|
|
2024
Q2 | $4.15M | Sell |
42,471
-2,761
| -6% | -$270K | 0.04% | 290 |
|
|
2024
Q1 | $4.79M | Sell |
45,232
-14,305
| -24% | -$1.51M | 0.04% | 292 |
|
|
2023
Q4 | $6.86M | Sell |
59,537
-86,352
| -59% | -$9.95M | 0.06% | 245 |
|
|
2023
Q3 | $13.4M | Buy |
145,889
+291
| +0.2% | +$26.8K | 0.09% | 194 |
|
|
2023
Q2 | $16.6M | Buy |
145,598
+1,424
| +1% | +$162K | 0.09% | 181 |
|
|
2023
Q1 | $19.3M | Buy |
144,174
+4,956
| +4% | +$663K | 0.11% | 171 |
|
|
2022
Q4 | $18.9M | Buy |
139,218
+1,970
| +1% | +$267K | 0.11% | 178 |
|
|
2022
Q3 | $19.8M | Buy |
137,248
+201
| +0.1% | +$29.1K | 0.12% | 160 |
|
|
2022
Q2 | $23.1M | Sell |
137,047
-1,582
| -1% | -$266K | 0.13% | 154 |
|
|
2022
Q1 | $25.6M | Buy |
138,629
+4,185
| +3% | +$773K | 0.12% | 165 |
|
|
2021
Q4 | $28.1M | Buy |
134,444
+1,338
| +1% | +$279K | 0.13% | 162 |
|
|
2021
Q3 | $23.1M | Sell |
133,106
-701
| -0.5% | -$121K | 0.12% | 171 |
|
|
2021
Q2 | $26.1M | Buy |
133,807
+2,712
| +2% | +$529K | 0.13% | 163 |
|
|
2021
Q1 | $22.6M | Buy |
131,095
+5,545
| +4% | +$954K | 0.12% | 171 |
|
|
2020
Q4 | $20M | Buy |
125,550
+733
| +0.6% | +$117K | 0.12% | 176 |
|
|
2020
Q3 | $20.8M | Buy |
124,817
+652
| +0.5% | +$109K | 0.14% | 165 |
|
|
2020
Q2 | $20.8M | Sell |
124,165
-2,710
| -2% | -$454K | 0.15% | 148 |
|
|
2020
Q1 | $18.3M | Buy |
126,875
+2,398
| +2% | +$346K | 0.15% | 150 |
|
|
2019
Q4 | $17.7M | Buy |
124,477
+1,880
| +2% | +$267K | 0.11% | 220 |
|
|
2019
Q3 | $17M | Sell |
122,597
-1,893
| -2% | -$263K | 0.12% | 213 |
|
|
2019
Q2 | $16.2M | Buy |
124,490
+1,232
| +1% | +$161K | 0.11% | 210 |
|
|
2019
Q1 | $15.8M | Buy |
123,258
+291
| +0.2% | +$37.2K | 0.11% | 200 |
|
|
2018
Q4 | $13.4M | Buy |
122,967
+3,785
| +3% | +$411K | 0.11% | 204 |
|
|
2018
Q3 | $13.3M | Buy |
119,182
+2,489
| +2% | +$277K | 0.09% | 241 |
|
|
2018
Q2 | $12.6M | Buy |
116,693
+1,059
| +0.9% | +$114K | 0.09% | 248 |
|
|
2018
Q1 | $12.7M | Buy |
115,634
+103,094
| +822% | +$11.3M | 0.1% | 239 |
|
|
2017
Q4 | $1.39M | Buy |
12,540
+748
| +6% | +$83K | 0.01% | 705 |
|
|
2017
Q3 | $1.18M | Buy |
11,792
+2,664
| +29% | +$266K | 0.01% | 731 |
|
|
2017
Q2 | $914K | Buy |
9,128
+2,231
| +32% | +$223K | 0.01% | 788 |
|
|
2017
Q1 | $651K | Buy |
6,897
+1,072
| +18% | +$101K | 0.01% | 852 |
|
|
2016
Q4 | $505K | Sell |
5,825
-1,050
| -15% | -$91K | ﹤0.01% | 934 |
|
|
2016
Q3 | $648K | Buy |
6,875
+2,823
| +70% | +$266K | 0.01% | 892 |
|
|
2016
Q2 | $409K | Buy |
4,052
+1,098
| +37% | +$111K | ﹤0.01% | 964 |
|
|
2016
Q1 | $256K | Sell |
2,954
-1,454
| -33% | -$126K | ﹤0.01% | 1046 |
|
|
2015
Q4 | $381K | Buy |
+4,408
| New | +$381K | ﹤0.01% | 954 |
|