Allworth Financial’s British American Tobacco BTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $752K | Buy |
15,896
+11,104
| +232% | +$526K | ﹤0.01% | 708 |
|
|
2025
Q1 | $203K | Sell |
4,792
-205
| -4% | -$8.7K | ﹤0.01% | 937 |
|
|
2024
Q4 | $183K | Buy |
4,997
+2,315
| +86% | +$84.7K | ﹤0.01% | 979 |
|
|
2024
Q3 | $98.1K | Buy |
2,682
+241
| +10% | +$8.82K | ﹤0.01% | 1096 |
|
|
2024
Q2 | $81.1K | Buy |
2,441
+98
| +4% | +$3.25K | ﹤0.01% | 1158 |
|
|
2024
Q1 | $71.5K | Buy |
2,343
+1,409
| +151% | +$43K | ﹤0.01% | 1141 |
|
|
2023
Q4 | $27.4K | Sell |
934
-165
| -15% | -$4.83K | ﹤0.01% | 1466 |
|
|
2023
Q3 | $34.5K | Buy |
1,099
+315
| +40% | +$9.9K | ﹤0.01% | 1259 |
|
|
2023
Q2 | $26K | Sell |
784
-129
| -14% | -$4.29K | ﹤0.01% | 1385 |
|
|
2023
Q1 | $32.1K | Buy |
913
+253
| +38% | +$8.89K | ﹤0.01% | 1245 |
|
|
2022
Q4 | $26.4K | Buy |
660
+173
| +36% | +$6.91K | ﹤0.01% | 1240 |
|
|
2022
Q3 | $17K | Buy |
487
+50
| +11% | +$1.75K | ﹤0.01% | 1359 |
|
|
2022
Q2 | $19K | Buy |
437
+237
| +119% | +$10.3K | ﹤0.01% | 1254 |
|
|
2022
Q1 | $8K | Hold |
200
| – | – | ﹤0.01% | 1536 |
|
|
2021
Q4 | $7K | Sell |
200
-67
| -25% | -$2.35K | ﹤0.01% | 1493 |
|
|
2021
Q3 | $9K | Sell |
267
-140
| -34% | -$4.72K | ﹤0.01% | 1368 |
|
|
2021
Q2 | $16K | Buy |
407
+140
| +52% | +$5.5K | ﹤0.01% | 902 |
|
|
2021
Q1 | $10K | Hold |
267
| – | – | ﹤0.01% | 976 |
|
|
2020
Q4 | $10K | Hold |
267
| – | – | ﹤0.01% | 832 |
|
|
2020
Q3 | $10K | Hold |
267
| – | – | ﹤0.01% | 710 |
|
|
2020
Q2 | $10K | Hold |
267
| – | – | ﹤0.01% | 721 |
|
|
2020
Q1 | $9K | Hold |
267
| – | – | ﹤0.01% | 712 |
|
|
2019
Q4 | $11K | Hold |
267
| – | – | ﹤0.01% | 621 |
|
|
2019
Q3 | $10K | Hold |
267
| – | – | ﹤0.01% | 577 |
|
|
2019
Q2 | $9K | Hold |
267
| – | – | ﹤0.01% | 598 |
|
|
2019
Q1 | $11K | Hold |
267
| – | – | ﹤0.01% | 555 |
|
|
2018
Q4 | $9K | Sell |
267
-37
| -12% | -$1.25K | ﹤0.01% | 530 |
|
|
2018
Q3 | $14K | Buy |
304
+37
| +14% | +$1.7K | ﹤0.01% | 493 |
|
|
2018
Q2 | $13K | Sell |
267
-1
| -0.4% | -$49 | ﹤0.01% | 474 |
|
|
2018
Q1 | $15K | Sell |
268
-1
| -0.4% | -$56 | ﹤0.01% | 414 |
|
|
2017
Q4 | $18K | Buy |
269
+2
| +0.7% | +$134 | ﹤0.01% | 392 |
|
|
2017
Q3 | $17K | Buy |
267
+67
| +34% | +$4.27K | ﹤0.01% | 388 |
|
|
2017
Q2 | $14K | Hold |
200
| – | – | ﹤0.01% | 427 |
|
|
2017
Q1 | $13K | Hold |
200
| – | – | ﹤0.01% | 415 |
|
|
2016
Q4 | $11K | Hold |
200
| – | – | ﹤0.01% | 384 |
|
|
2016
Q3 | $13K | Hold |
200
| – | – | ﹤0.01% | 376 |
|
|
2016
Q2 | $13K | Hold |
200
| – | – | ﹤0.01% | 361 |
|
|
2016
Q1 | $12K | Hold |
200
| – | – | ﹤0.01% | 363 |
|
|
2015
Q4 | $11K | Hold |
200
| – | – | ﹤0.01% | 369 |
|
|
2015
Q3 | $11K | Hold |
200
| – | – | ﹤0.01% | 376 |
|
|
2015
Q2 | $11K | Hold |
200
| – | – | ﹤0.01% | 375 |
|
|
2015
Q1 | $10K | Buy |
+200
| New | +$10K | ﹤0.01% | 394 |
|