Clearstead Advisors’s British American Tobacco BTI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$30.5K	Buy	521 +7	+1%	+$414	﹤0.01%	1364
2025 Q4	$29.1K	Sell	514 -16	-3%	-$873	﹤0.01%	1590
2025 Q3	$28.1K	Sell	530 -109	-17%	-$5.92K	﹤0.01%	1490
2025 Q2	$30.2K	Buy	639 +455	+247%	+$20.1K	﹤0.01%	1454
2025 Q1	$7.62K	Sell	184 -606	-77%	-$23.8K	﹤0.01%	1678
2024 Q4	$28.7K	Sell	790 -1,034	-57%	-$37.3K	﹤0.01%	1291
2024 Q3	$66.7K	Sell	1,824 -1,003	-35%	-$35.8K	﹤0.01%	1140
2024 Q2	$87.4K	Buy	+2,827	New	+$85.9K	﹤0.01%	1025
2024 Q1	–	Sell	-354	Closed	-$10.4K	–	1553
2023 Q4	$10.4K	Sell	354 -562	-61%	-$17.1K	﹤0.01%	1054
2023 Q3	$28.8K	Buy	916 +262	+40%	+$8.64K	﹤0.01%	971
2023 Q2	$21.7K	Buy	654 +300	+85%	+$10.3K	﹤0.01%	881
2023 Q1	$12.4K	Buy	+354	New	+$13.3K	﹤0.01%	919
2022 Q2	–	Sell	-972	Closed	-$41K	–	1292
2022 Q1	$41K	Buy	+972	New	+$41.4K	﹤0.01%	717
2021 Q4	–	Sell	-974	Closed	-$34K	–	1289
2021 Q3	$34K	Sell	974 -699	-42%	-$26.2K	﹤0.01%	674
2021 Q2	$66K	Buy	1,673 +699	+72%	+$27.4K	0.01%	514
2021 Q1	$38K	Hold	974	–	–	﹤0.01%	582
2020 Q4	$37K	Buy	+974	New	+$34.9K	﹤0.01%	553
2020 Q2	–	Sell	-766	Closed	-$26K	–	789
2020 Q1	$26K	Buy	+766	New	+$31.2K	﹤0.01%	481