Clearstead Advisors’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 | $30.2K | Buy |
639
+455
| +247% | +$21.5K | ﹤0.01% | 1450 |
|
|
2025
Q1 | $7.62K | Sell |
184
-606
| -77% | -$25.1K | ﹤0.01% | 1674 |
|
|
2024
Q4 | $28.7K | Sell |
790
-1,034
| -57% | -$37.5K | ﹤0.01% | 1288 |
|
|
2024
Q3 | $66.7K | Sell |
1,824
-1,003
| -35% | -$36.7K | ﹤0.01% | 1138 |
|
|
2024
Q2 | $87.4K | Buy |
+2,827
| New | +$87.4K | ﹤0.01% | 1024 |
|
|
2024
Q1 | – | Sell |
-354
| Closed | -$10.4K | – | 1552 |
|
|
2023
Q4 | $10.4K | Sell |
354
-562
| -61% | -$16.5K | ﹤0.01% | 1052 |
|
|
2023
Q3 | $28.8K | Buy |
916
+262
| +40% | +$8.23K | ﹤0.01% | 970 |
|
|
2023
Q2 | $21.7K | Buy |
654
+300
| +85% | +$9.96K | ﹤0.01% | 881 |
|
|
2023
Q1 | $12.4K | Buy |
+354
| New | +$12.4K | ﹤0.01% | 919 |
|
|
2022
Q2 | – | Sell |
-972
| Closed | -$41K | – | 1290 |
|
|
2022
Q1 | $41K | Buy |
+972
| New | +$41K | ﹤0.01% | 715 |
|
|
2021
Q4 | – | Sell |
-974
| Closed | -$34K | – | 1285 |
|
|
2021
Q3 | $34K | Sell |
974
-699
| -42% | -$24.4K | ﹤0.01% | 671 |
|
|
2021
Q2 | $66K | Buy |
1,673
+699
| +72% | +$27.6K | 0.01% | 513 |
|
|
2021
Q1 | $38K | Hold |
974
| – | – | ﹤0.01% | 581 |
|
|
2020
Q4 | $37K | Buy |
+974
| New | +$37K | ﹤0.01% | 553 |
|
|
2020
Q2 | – | Sell |
-766
| Closed | -$26K | – | 789 |
|
|
2020
Q1 | $26K | Buy |
+766
| New | +$26K | ﹤0.01% | 480 |
|