D. Scott Neal’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	$416K	Buy	7,102 +102	+1%	+$5.98K	0.21%	35
2025 Q1	$420K	Hold	7,000	–	–	0.23%	33
2024 Q4	$373K	Hold	7,000	–	–	0.2%	39
2024 Q3	$364K	Hold	7,000	–	–	0.19%	42
2024 Q2	$326K	Hold	7,000	–	–	0.18%	49
2024 Q1	$312K	Hold	7,000	–	–	0.2%	50
2023 Q4	$289K	Hold	7,000	–	–	0.26%	47
2023 Q3	$301K	Hold	7,000	–	–	0.26%	45
2023 Q2	$317K	Hold	7,000	–	–	0.24%	48
2023 Q1	$312K	Hold	7,000	–	–	0.17%	48
2022 Q4	$320K	Hold	7,000	–	–	0.16%	47
2022 Q3	$283K	Hold	7,000	–	–	0.12%	51
2022 Q2	$292K	Hold	7,000	–	–	0.12%	50
2022 Q1	$366K	Buy	+7,000	New	+$366K	0.15%	49
2018 Q2	–	Sell	-3,265	Closed	-$203K	–	127
2018 Q1	$203K	Hold	3,265	–	–	0.12%	37
2017 Q4	$233K	Hold	3,265	–	–	0.14%	40
2017 Q3	$207K	Hold	3,265	–	–	0.12%	37
2017 Q2	$243K	Hold	3,265	–	–	0.17%	37
2017 Q1	$233K	Hold	3,265	–	–	0.15%	38
2016 Q4	$221K	Hold	3,265	–	–	0.16%	33
2016 Q3	$206K	Buy	3,265 +3,225	+8,063%	+$203K	0.16%	29
2016 Q2	$3K	Hold	40	–	–	﹤0.01%	144
2016 Q1	$3K	Buy	+40	New	+$3K	﹤0.01%	131