Capital Advisory Group Advisory Services’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 | $2.42M | Buy |
41,315
+355
| +0.9% | +$20.8K | 0.87% | 38 |
|
2025
Q1 | $2.46M | Buy |
40,960
+1,086
| +3% | +$65.2K | 0.94% | 37 |
|
2024
Q4 | $2.09M | Buy |
39,874
+6,216
| +18% | +$325K | 0.75% | 44 |
|
2024
Q3 | $1.72M | Buy |
33,658
+562
| +2% | +$28.7K | 0.68% | 46 |
|
2024
Q2 | $1.51M | Buy |
33,096
+2,755
| +9% | +$125K | 0.64% | 45 |
|
2024
Q1 | $1.32M | Buy |
30,341
+1,415
| +5% | +$61.7K | 0.63% | 50 |
|
2023
Q4 | $1.17M | Buy |
28,926
+900
| +3% | +$36.3K | 0.63% | 47 |
|
2023
Q3 | $1.18M | Sell |
28,026
-1,201
| -4% | -$50.5K | 0.67% | 47 |
|
2023
Q2 | $1.32M | Buy |
29,227
+565
| +2% | +$25.6K | 0.95% | 35 |
|
2023
Q1 | $1.28M | Buy |
28,662
+537
| +2% | +$24K | 0.77% | 37 |
|
2022
Q4 | $1.29M | Buy |
28,125
+82
| +0.3% | +$3.75K | 0.87% | 37 |
|
2022
Q3 | $1.13M | Buy |
28,043
+2,091
| +8% | +$84.4K | 0.79% | 42 |
|
2022
Q2 | $1.34M | Buy |
25,952
+260
| +1% | +$13.4K | 0.8% | 39 |
|
2022
Q1 | $1.34M | Buy |
25,692
+833
| +3% | +$43.5K | 0.62% | 46 |
|
2021
Q4 | $1.18M | Buy |
24,859
+2,218
| +10% | +$105K | 0.51% | 58 |
|
2021
Q3 | $1.03M | Buy |
22,641
+2,492
| +12% | +$113K | 0.37% | 66 |
|
2021
Q2 | $961K | Buy |
20,149
+5,565
| +38% | +$265K | 0.35% | 73 |
|
2021
Q1 | $746K | Buy |
14,584
+29
| +0.2% | +$1.48K | 0.29% | 84 |
|
2020
Q4 | $597K | Buy |
14,555
+5,569
| +62% | +$228K | 0.25% | 89 |
|
2020
Q3 | $347K | Buy |
8,986
+883
| +11% | +$34.1K | 0.18% | 96 |
|
2020
Q2 | $318K | Buy |
8,103
+4,208
| +108% | +$165K | 0.18% | 93 |
|
2020
Q1 | $151K | Sell |
3,895
-360
| -8% | -$14K | 0.19% | 69 |
|
2019
Q4 | $212K | Hold |
4,255
| – | – | 0.11% | 100 |
|
2019
Q3 | $173K | Hold |
4,255
| – | – | 0.12% | 79 |
|
2019
Q2 | $203K | Sell |
4,255
-400
| -9% | -$19.1K | 0.14% | 73 |
|
2019
Q1 | $269K | Sell |
4,655
-47
| -1% | -$2.72K | 0.19% | 62 |
|
2018
Q4 | $233K | Sell |
4,702
-488
| -9% | -$24.2K | 0.18% | 63 |
|
2018
Q3 | $312K | Sell |
5,190
-750
| -13% | -$45.1K | 0.21% | 57 |
|
2018
Q2 | $337K | Sell |
5,940
-5,181
| -47% | -$294K | 0.24% | 52 |
|
2018
Q1 | $693K | Buy |
+11,121
| New | +$693K | 0.51% | 32 |
|