ERn Financial LLC’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 | $261K | Sell |
4,456
-2,570
| -37% | -$151K | 0.06% | 127 |
|
|
2025
Q1 | $422K | Sell |
7,026
-111
| -2% | -$6.66K | 0.07% | 147 |
|
|
2024
Q4 | $373K | Sell |
7,137
-406
| -5% | -$21.2K | 0.06% | 156 |
|
|
2024
Q3 | $385K | Buy |
7,543
+62
| +0.8% | +$3.16K | 0.06% | 157 |
|
|
2024
Q2 | $341K | Sell |
7,481
-951
| -11% | -$43.3K | 0.06% | 157 |
|
|
2024
Q1 | $368K | Sell |
8,432
-264
| -3% | -$11.5K | 0.06% | 153 |
|
|
2023
Q4 | $352K | Sell |
8,696
-212
| -2% | -$8.57K | 0.07% | 149 |
|
|
2023
Q3 | $375K | Buy |
8,908
+78
| +0.9% | +$3.28K | 0.08% | 136 |
|
|
2023
Q2 | $400K | Sell |
8,830
-422
| -5% | -$19.1K | 0.08% | 135 |
|
|
2023
Q1 | $413K | Buy |
9,252
+79
| +0.9% | +$3.53K | 0.09% | 130 |
|
|
2022
Q4 | $419K | Buy |
9,173
+97
| +1% | +$4.43K | 0.1% | 126 |
|
|
2022
Q3 | $367K | Sell |
9,076
-182
| -2% | -$7.36K | 0.09% | 129 |
|
|
2022
Q2 | $387K | Buy |
9,258
+547
| +6% | +$22.9K | 0.09% | 126 |
|
|
2022
Q1 | $455K | Buy |
8,711
+612
| +8% | +$32K | 0.1% | 114 |
|
|
2021
Q4 | $384K | Buy |
8,099
+363
| +5% | +$17.2K | 0.09% | 113 |
|
|
2021
Q3 | $352K | Buy |
+7,736
| New | +$352K | 0.09% | 104 |
|