Creative Financial Designs’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $115K | Buy |
1,742
+215
| +14% | +$13.8K | 0.01% | 648 |
|
|
2025
Q4 | $88.1K | Sell |
1,527
-193
| -11% | -$11.7K | 0.01% | 693 |
|
|
2025
Q3 | $114K | Sell |
1,720
-42
| -2% | -$2.66K | 0.01% | 610 |
|
|
2025
Q2 | $103K | Sell |
1,762
-78
| -4% | -$4.58K | 0.01% | 659 |
|
|
2025
Q1 | $110K | Sell |
1,840
-2,760
| -60% | -$151K | 0.01% | 587 |
|
|
2024
Q4 | $241K | Sell |
4,600
-123
| -3% | -$6.55K | 0.02% | 403 |
|
|
2024
Q3 | $241K | Sell |
4,723
-554
| -10% | -$28K | 0.02% | 404 |
|
|
2024
Q2 | $240K | Buy |
5,277
+690
| +15% | +$30.6K | 0.02% | 399 |
|
|
2024
Q1 | $200K | Sell |
4,587
-2,792
| -38% | -$116K | 0.02% | 417 |
|
|
2023
Q4 | $298K | Buy |
7,379
+293
| +4% | +$12.1K | 0.03% | 310 |
|
|
2023
Q3 | $298K | Buy |
7,086
+426
| +6% | +$18.8K | 0.03% | 279 |
|
|
2023
Q2 | $302K | Sell |
6,660
-52
| -0.8% | -$2.35K | 0.04% | 278 |
|
|
2023
Q1 | $300K | Sell |
6,712
-2,737
| -29% | -$126K | 0.04% | 274 |
|
|
2022
Q4 | $432K | Sell |
9,449
-1,724
| -15% | -$78.1K | 0.06% | 216 |
|
|
2022
Q3 | $451K | Buy |
11,173
+3,592
| +47% | +$157K | 0.07% | 190 |
|
|
2022
Q2 | $317K | Buy |
7,581
+2,530
| +50% | +$131K | 0.05% | 237 |
|
|
2022
Q1 | $264K | Buy |
5,051
+665
| +15% | +$33.9K | 0.04% | 254 |
|
|
2021
Q4 | $208K | Sell |
4,386
-8
| -0.2% | -$367 | 0.03% | 305 |
|
|
2021
Q3 | $200K | Buy |
4,394
+1,498
| +52% | +$72.3K | 0.03% | 298 |
|
|
2021
Q2 | $138K | Sell |
2,896
-27
| -0.9% | -$1.33K | 0.02% | 380 |
|
|
2021
Q1 | $150K | Buy |
2,923
+249
| +9% | +$11.2K | 0.03% | 330 |
|
|
2020
Q4 | $110K | Sell |
2,674
-3,705
| -58% | -$149K | 0.02% | 359 |
|
|
2020
Q3 | $246K | Buy |
6,379
+1,796
| +39% | +$74.7K | 0.06% | 217 |
|
|
2020
Q2 | $180K | Buy |
4,583
+2,642
| +136% | +$103K | 0.05% | 212 |
|
|
2020
Q1 | $75K | Buy |
1,941
+1,158
| +148% | +$51.4K | 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% | +$21.3K | 0.03% | 231 |
|
|
2018
Q4 | $18K | Buy |
367
+1
| +0.3% | +$58 | 0.01% | 291 |
|
|
2018
Q3 | $22K | Sell |
366
-548
| -60% | -$32.5K | 0.01% | 319 |
|
|
2018
Q2 | $52K | Buy |
914
+1
| +0.1% | +$58 | 0.03% | 236 |
|
|
2018
Q1 | $57K | Buy |
913
+234
| +34% | +$15.5K | 0.04% | 212 |
|
|
2017
Q4 | $48K | Sell |
679
-291
| -30% | -$19.5K | 0.03% | 220 |
|
|
2017
Q3 | $61K | Sell |
970
-73
| -7% | -$4.87K | 0.04% | 221 |
|
|
2017
Q2 | $77K | Sell |
1,043
-579
| -36% | -$42.4K | 0.05% | 200 |
|
|
2017
Q1 | $115K | Sell |
1,622
-269
| -14% | -$19.5K | 0.08% | 170 |
|
|
2016
Q4 | $127K | Buy |
+1,891
| New | +$122K | 0.1% | 154 |
|
Other funds holding MO
VCM
VPM
Creative Financial Designs's MO Position: Q1 2026 in Review
Creative Financial Designs increased its Altria Group (MO) stake by 14% in Q1 2026, buying an estimated $13.8K and bringing the position to 1,742 shares worth $115K. The position accounts for 0.01% of the portfolio, ranked #648.
Creative Financial Designs first reported a position in MO in Q4 2016 and has held it in 38 quarters since. The position peaked at $451K in Q3 2022. 2,483 funds tracked by Wall St. Rank hold MO as of Q1 2026.
- Creative Financial Designs held 1,742 shares of Altria Group worth $115K as of Q1 2026.
- Creative Financial Designs bought 215 Altria Group shares in Q1 2026, an estimated $13.8K.
- Altria Group made up 0.01% of Creative Financial Designs's portfolio in Q1 2026, its #648 holding.
- Creative Financial Designs first reported a position in Altria Group in Q4 2016 and has held it in 38 quarters since.
- Creative Financial Designs's Altria Group position peaked at $451K in Q3 2022.
- 2,483 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.
Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.