Elevated Capital Advisors’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 | $790K | Hold |
13,157
| – | – | 0.22% | 137 |
|
|
2025
Q1 | $790K | Buy |
13,157
+157
| +1% | +$9.42K | 0.22% | 137 |
|
|
2024
Q4 | $680K | Sell |
13,000
-239
| -2% | -$12.5K | 0.19% | 157 |
|
|
2024
Q3 | $676K | Sell |
13,239
-177
| -1% | -$9.03K | 0.18% | 175 |
|
|
2024
Q2 | $611K | Buy |
+13,416
| New | +$611K | 0.17% | 160 |
|
|
2023
Q3 | – | Sell |
-35,280
| Closed | -$1.6M | – | 178 |
|
|
2023
Q2 | $1.6M | Buy |
35,280
+482
| +1% | +$21.8K | 0.53% | 69 |
|
|
2023
Q1 | $1.55M | Buy |
34,798
+433
| +1% | +$19.3K | 0.56% | 66 |
|
|
2022
Q4 | $1.57M | Buy |
34,365
+1,735
| +5% | +$79.3K | 0.6% | 60 |
|
|
2022
Q3 | $1.32M | Buy |
+32,630
| New | +$1.32M | 0.52% | 65 |
|
|
2022
Q1 | $1.34M | Buy |
+25,599
| New | +$1.34M | 0.44% | 78 |
|
|
2021
Q3 | $960K | Buy |
+21,097
| New | +$960K | 0.33% | 95 |
|
|
2021
Q1 | $912K | Sell |
19,332
-317
| -2% | -$15K | 0.35% | 94 |
|
|
2020
Q4 | $806K | Sell |
19,649
-1,408
| -7% | -$57.8K | 0.35% | 97 |
|
|
2020
Q3 | $834K | Sell |
21,057
-481
| -2% | -$19.1K | 0.39% | 96 |
|
|
2020
Q2 | $943K | Buy |
+21,538
| New | +$943K | 0.44% | 82 |
|
|
2019
Q4 | $273K | Buy |
+5,461
| New | +$273K | 0.3% | 91 |
|
|
2019
Q1 | $527K | Buy |
+12,888
| New | +$527K | 0.35% | 99 |
|