Creative Financial Designs’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 | $103K | Sell |
1,762
-78
| -4% | -$4.57K | 0.01% | 659 |
|
|
2025
Q1 | $110K | Sell |
1,840
-2,760
| -60% | -$166K | 0.01% | 587 |
|
|
2024
Q4 | $241K | Sell |
4,600
-123
| -3% | -$6.43K | 0.02% | 403 |
|
|
2024
Q3 | $241K | Sell |
4,723
-554
| -10% | -$28.3K | 0.02% | 404 |
|
|
2024
Q2 | $240K | Buy |
5,277
+690
| +15% | +$31.4K | 0.02% | 399 |
|
|
2024
Q1 | $200K | Sell |
4,587
-2,792
| -38% | -$122K | 0.02% | 417 |
|
|
2023
Q4 | $298K | Buy |
7,379
+293
| +4% | +$11.8K | 0.03% | 310 |
|
|
2023
Q3 | $298K | Buy |
7,086
+426
| +6% | +$17.9K | 0.03% | 279 |
|
|
2023
Q2 | $302K | Sell |
6,660
-52
| -0.8% | -$2.36K | 0.04% | 278 |
|
|
2023
Q1 | $300K | Sell |
6,712
-2,737
| -29% | -$122K | 0.04% | 274 |
|
|
2022
Q4 | $432K | Sell |
9,449
-1,724
| -15% | -$78.8K | 0.06% | 216 |
|
|
2022
Q3 | $451K | Buy |
11,173
+3,592
| +47% | +$145K | 0.07% | 190 |
|
|
2022
Q2 | $317K | Buy |
7,581
+2,530
| +50% | +$106K | 0.05% | 237 |
|
|
2022
Q1 | $264K | Buy |
5,051
+665
| +15% | +$34.8K | 0.04% | 254 |
|
|
2021
Q4 | $208K | Sell |
4,386
-8
| -0.2% | -$379 | 0.03% | 305 |
|
|
2021
Q3 | $200K | Buy |
4,394
+1,498
| +52% | +$68.2K | 0.03% | 298 |
|
|
2021
Q2 | $138K | Sell |
2,896
-27
| -0.9% | -$1.29K | 0.02% | 380 |
|
|
2021
Q1 | $150K | Buy |
2,923
+249
| +9% | +$12.8K | 0.03% | 330 |
|
|
2020
Q4 | $110K | Sell |
2,674
-3,705
| -58% | -$152K | 0.02% | 359 |
|
|
2020
Q3 | $246K | Buy |
6,379
+1,796
| +39% | +$69.3K | 0.06% | 217 |
|
|
2020
Q2 | $180K | Buy |
4,583
+2,642
| +136% | +$104K | 0.05% | 212 |
|
|
2020
Q1 | $75K | Buy |
1,941
+1,158
| +148% | +$44.7K | 0.04% | 195 |
|
|
2019
Q4 | $39K | Hold |
783
| – | – | 0.02% | 263 |
|
|
2019
Q3 | $31K | Hold |
783
| – | – | 0.02% | 282 |
|
|
2019
Q2 | $38K | Hold |
783
| – | – | 0.02% | 252 |
|
|
2019
Q1 | $45K | Buy |
783
+416
| +113% | +$23.9K | 0.03% | 231 |
|
|
2018
Q4 | $18K | Buy |
367
+1
| +0.3% | +$49 | 0.01% | 291 |
|
|
2018
Q3 | $22K | Sell |
366
-548
| -60% | -$32.9K | 0.01% | 319 |
|
|
2018
Q2 | $52K | Buy |
914
+1
| +0.1% | +$57 | 0.03% | 236 |
|
|
2018
Q1 | $57K | Buy |
913
+234
| +34% | +$14.6K | 0.04% | 212 |
|
|
2017
Q4 | $48K | Sell |
679
-291
| -30% | -$20.6K | 0.03% | 220 |
|
|
2017
Q3 | $61K | Sell |
970
-73
| -7% | -$4.59K | 0.04% | 221 |
|
|
2017
Q2 | $77K | Sell |
1,043
-579
| -36% | -$42.7K | 0.05% | 200 |
|
|
2017
Q1 | $115K | Sell |
1,622
-269
| -14% | -$19.1K | 0.08% | 170 |
|
|
2016
Q4 | $127K | Buy |
+1,891
| New | +$127K | 0.1% | 154 |
|