Archford Capital Strategies’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.86M | Buy |
116,956
+38,655
| +49% | +$2.27M | 0.88% | 31 |
|
2025
Q1 | $4.7M | Buy |
+78,301
| New | +$4.7M | 0.69% | 37 |
|
2024
Q3 | – | Sell |
-4,441
| Closed | -$202K | – | 263 |
|
2024
Q2 | $202K | Buy |
+4,441
| New | +$202K | 0.03% | 252 |
|
2023
Q4 | – | Sell |
-12,865
| Closed | -$541K | – | 272 |
|
2023
Q3 | $541K | Sell |
12,865
-516
| -4% | -$21.7K | 0.11% | 186 |
|
2023
Q2 | $610K | Sell |
13,381
-19
| -0.1% | -$866 | 0.12% | 185 |
|
2023
Q1 | $595K | Buy |
13,400
+1,302
| +11% | +$57.8K | 0.12% | 184 |
|
2022
Q4 | $553K | Buy |
12,098
+1,737
| +17% | +$79.4K | 0.13% | 182 |
|
2022
Q3 | $418K | Buy |
10,361
+578
| +6% | +$23.3K | 0.11% | 198 |
|
2022
Q2 | $409K | Buy |
9,783
+705
| +8% | +$29.5K | 0.1% | 198 |
|
2022
Q1 | $478K | Buy |
9,078
+599
| +7% | +$31.5K | 0.11% | 190 |
|
2021
Q4 | $402K | Sell |
8,479
-217
| -2% | -$10.3K | 0.09% | 212 |
|
2021
Q3 | $396K | Sell |
8,696
-307
| -3% | -$14K | 0.09% | 217 |
|
2021
Q2 | $429K | Buy |
9,003
+265
| +3% | +$12.6K | 0.11% | 200 |
|
2021
Q1 | $451K | Sell |
8,738
-30,773
| -78% | -$1.59M | 0.12% | 184 |
|
2020
Q4 | $1.64M | Sell |
39,511
-511
| -1% | -$21.2K | 0.38% | 78 |
|
2020
Q3 | $1.55M | Buy |
40,022
+5,744
| +17% | +$222K | 0.41% | 72 |
|
2020
Q2 | $1.35M | Sell |
34,278
-215
| -0.6% | -$8.44K | 0.4% | 77 |
|
2020
Q1 | $1.33M | Sell |
34,493
-9,907
| -22% | -$383K | 0.52% | 58 |
|
2019
Q4 | $2.22M | Buy |
44,400
+8,217
| +23% | +$410K | 0.76% | 38 |
|
2019
Q3 | $1.48M | Sell |
36,183
-1,188
| -3% | -$48.6K | 0.55% | 52 |
|
2019
Q2 | $1.77M | Sell |
37,371
-2,012
| -5% | -$95.3K | 0.64% | 41 |
|
2019
Q1 | $2.26M | Buy |
39,383
+51
| +0.1% | +$2.93K | 0.83% | 31 |
|
2018
Q4 | $1.94M | Sell |
39,332
-1,016
| -3% | -$50.2K | 0.78% | 32 |
|
2018
Q3 | $2.43M | Sell |
40,348
-1,272
| -3% | -$76.7K | 0.88% | 22 |
|
2018
Q2 | $2.36M | Sell |
41,620
-4,102
| -9% | -$233K | 0.83% | 22 |
|
2018
Q1 | $3.3M | Hold |
45,722
| – | – | 1.37% | 17 |
|
2017
Q4 | $3.27M | Sell |
45,722
-2,823
| -6% | -$202K | 1.22% | 17 |
|
2017
Q3 | $3.08M | Sell |
48,545
-483
| -1% | -$30.6K | 1.15% | 15 |
|
2017
Q2 | $3.65M | Sell |
49,028
-2,387
| -5% | -$178K | 1.44% | 10 |
|
2017
Q1 | $3.69M | Buy |
51,415
+4,752
| +10% | +$341K | 1.39% | 11 |
|
2016
Q4 | $3.16M | Buy |
46,663
+2,801
| +6% | +$189K | 1.33% | 13 |
|
2016
Q3 | $2.77M | Sell |
43,862
-1,123
| -2% | -$71K | 1.14% | 16 |
|
2016
Q2 | $3.1M | Sell |
44,985
-450
| -1% | -$31K | 1.63% | 9 |
|
2016
Q1 | $2.85M | Sell |
45,435
-642
| -1% | -$40.2K | 1.36% | 15 |
|
2015
Q4 | $2.37M | Buy |
46,077
+36,871
| +401% | +$1.9M | 1.08% | 19 |
|
2015
Q3 | $501K | Buy |
9,206
+80
| +0.9% | +$4.35K | 0.37% | 76 |
|
2015
Q2 | $446K | Sell |
9,126
-114
| -1% | -$5.57K | 0.32% | 82 |
|
2015
Q1 | $462K | Buy |
9,240
+490
| +6% | +$24.5K | 0.32% | 85 |
|
2014
Q4 | $431K | Buy |
8,750
+363
| +4% | +$17.9K | 0.32% | 87 |
|
2014
Q3 | $385K | Sell |
8,387
-59
| -0.7% | -$2.71K | 0.31% | 92 |
|
2014
Q2 | $354K | Sell |
8,446
-590
| -7% | -$24.7K | 0.27% | 98 |
|
2014
Q1 | $338K | Buy |
+9,036
| New | +$338K | 0.28% | 97 |
|