Avantax Advisory Services’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 | $3.86M | Buy |
81,598
+11,934
| +17% | +$565K | 0.02% | 539 |
|
|
2025
Q1 | $2.88M | Sell |
69,664
-798
| -1% | -$33K | 0.02% | 594 |
|
|
2024
Q4 | $2.56M | Sell |
70,462
-5,156
| -7% | -$187K | 0.02% | 607 |
|
|
2024
Q3 | $2.77M | Buy |
75,618
+1,380
| +2% | +$50.5K | 0.02% | 566 |
|
|
2024
Q2 | $2.3M | Buy |
74,238
+57,189
| +335% | +$1.77M | 0.02% | 607 |
|
|
2024
Q1 | $520K | Buy |
17,049
+3,398
| +25% | +$104K | ﹤0.01% | 1013 |
|
|
2023
Q4 | $400K | Sell |
13,651
-3,117
| -19% | -$91.3K | ﹤0.01% | 1090 |
|
|
2023
Q3 | $527K | Sell |
16,768
-2,429
| -13% | -$76.3K | 0.01% | 926 |
|
|
2023
Q2 | $637K | Buy |
19,197
+1,169
| +6% | +$38.8K | 0.01% | 852 |
|
|
2023
Q1 | $633K | Buy |
18,028
+281
| +2% | +$9.87K | 0.01% | 817 |
|
|
2022
Q4 | $710K | Buy |
17,747
+2,441
| +16% | +$97.6K | 0.01% | 741 |
|
|
2022
Q3 | $543K | Buy |
15,306
+965
| +7% | +$34.2K | 0.01% | 735 |
|
|
2022
Q2 | $615K | Buy |
14,341
+5,377
| +60% | +$231K | 0.01% | 697 |
|
|
2022
Q1 | $374K | Buy |
+8,964
| New | +$374K | 0.01% | 900 |
|
|
2020
Q4 | – | Sell |
-5,489
| Closed | -$200K | – | 985 |
|
|
2020
Q3 | $200K | Buy |
+5,489
| New | +$200K | ﹤0.01% | 1226 |
|