EFS
Essex Financial Services’s Altria Group MO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.32M | Buy |
39,591
+1,247
| +3% | +$73.1K | 0.15% | 141 |
|
|
2025
Q1 | $2.3M | Buy |
38,344
+2,690
| +8% | +$161K | 0.17% | 124 |
|
|
2024
Q4 | $1.86M | Sell |
35,654
-86
| -0.2% | -$4.5K | 0.13% | 144 |
|
|
2024
Q3 | $1.79M | Sell |
35,740
-8,232
| -19% | -$412K | 0.13% | 149 |
|
|
2024
Q2 | $2.22M | Buy |
43,972
+6,766
| +18% | +$341K | 0.16% | 121 |
|
|
2024
Q1 | $1.62M | Buy |
37,206
+574
| +2% | +$25K | 0.15% | 141 |
|
|
2023
Q4 | $1.48M | Sell |
36,632
-1,413
| -4% | -$57K | 0.15% | 134 |
|
|
2023
Q3 | $1.6M | Buy |
38,045
+620
| +2% | +$26.1K | 0.19% | 115 |
|
|
2023
Q2 | $1.7M | Buy |
37,425
+1,068
| +3% | +$48.4K | 0.19% | 110 |
|
|
2023
Q1 | $1.62M | Buy |
36,357
+1,799
| +5% | +$80.3K | 0.17% | 125 |
|
|
2022
Q4 | $1.58M | Sell |
34,558
-27
| -0.1% | -$1.23K | 0.17% | 127 |
|
|
2022
Q3 | $1.4M | Sell |
34,585
-1,166
| -3% | -$47.1K | 0.17% | 126 |
|
|
2022
Q2 | $1.49M | Buy |
35,751
+585
| +2% | +$24.4K | 0.17% | 127 |
|
|
2022
Q1 | $1.84M | Buy |
35,166
+844
| +2% | +$44.1K | 0.18% | 122 |
|
|
2021
Q4 | $1.63M | Sell |
34,322
-1,240
| -3% | -$58.8K | 0.16% | 136 |
|
|
2021
Q3 | $1.62M | Buy |
35,562
+1,474
| +4% | +$67.1K | 0.19% | 128 |
|
|
2021
Q2 | $1.74M | Hold |
34,088
| – | – | 0.25% | 95 |
|
|
2021
Q1 | $1.74M | Buy |
34,088
+5,434
| +19% | +$278K | 0.31% | 82 |
|
|
2020
Q4 | $1.18M | Buy |
28,654
+704
| +3% | +$28.9K | 0.23% | 105 |
|
|
2020
Q3 | $1.08M | Buy |
27,950
+964
| +4% | +$37.2K | 0.27% | 92 |
|
|
2020
Q2 | $1.06M | Sell |
26,986
-1,544
| -5% | -$60.6K | 0.33% | 79 |
|
|
2020
Q1 | $1.1M | Sell |
28,530
-12,863
| -31% | -$497K | 0.39% | 66 |
|
|
2019
Q4 | $2.07M | Sell |
41,393
-2,149
| -5% | -$107K | 0.57% | 53 |
|
|
2019
Q3 | $1.78M | Sell |
43,542
-419
| -1% | -$17.1K | 0.57% | 50 |
|
|
2019
Q2 | $2.08M | Sell |
43,961
-4,802
| -10% | -$227K | 0.61% | 47 |
|
|
2019
Q1 | $2.8M | Sell |
48,763
-3,868
| -7% | -$222K | 0.85% | 32 |
|
|
2018
Q4 | $2.6M | Sell |
52,631
-10,634
| -17% | -$525K | 0.8% | 35 |
|
|
2018
Q3 | $3.82M | Sell |
63,265
-9,551
| -13% | -$576K | 0.84% | 31 |
|
|
2018
Q2 | $4.14M | Sell |
72,816
-1,403
| -2% | -$79.7K | 1% | 27 |
|
|
2018
Q1 | $4.63M | Sell |
74,219
-1,156
| -2% | -$72K | 0.91% | 27 |
|
|
2017
Q4 | $5.38M | Sell |
75,375
-2,071
| -3% | -$148K | 1.28% | 22 |
|
|
2017
Q3 | $4.91M | Sell |
77,446
-2,682
| -3% | -$170K | 1.21% | 22 |
|
|
2017
Q2 | $5.97M | Buy |
80,128
+692
| +0.9% | +$51.5K | 1.26% | 14 |
|
|
2017
Q1 | $5.67M | Sell |
79,436
-8,226
| -9% | -$587K | 1.3% | 14 |
|
|
2016
Q4 | $5.93M | Buy |
87,662
+1,809
| +2% | +$122K | 1.27% | 16 |
|
|
2016
Q3 | $5.43M | Buy |
85,853
+634
| +0.7% | +$40.1K | 1.29% | 14 |
|
|
2016
Q2 | $5.88M | Sell |
85,219
-7,428
| -8% | -$512K | 1.42% | 13 |
|
|
2016
Q1 | $5.81M | Sell |
92,647
-2,812
| -3% | -$176K | 1.44% | 12 |
|
|
2015
Q4 | $5.56M | Buy |
95,459
+7,770
| +9% | +$452K | 1.33% | 11 |
|
|
2015
Q3 | $4.77M | Buy |
87,689
+266
| +0.3% | +$14.5K | 1.24% | 14 |
|
|
2015
Q2 | $4.28M | Sell |
87,423
-1,500
| -2% | -$73.4K | 1.1% | 16 |
|
|
2015
Q1 | $4.45M | Sell |
88,923
-1,387
| -2% | -$69.4K | 1.14% | 15 |
|
|
2014
Q4 | $4.45M | Sell |
90,310
-2,572
| -3% | -$127K | 1.16% | 14 |
|
|
2014
Q3 | $4.27M | Sell |
92,882
-3,076
| -3% | -$141K | 1.28% | 12 |
|
|
2014
Q2 | $4.03M | Buy |
95,958
+1,333
| +1% | +$55.9K | 1.21% | 14 |
|
|
2014
Q1 | $3.54M | Buy |
94,625
+5,420
| +6% | +$203K | 1.16% | 16 |
|
|
2013
Q4 | $3.53M | Sell |
89,205
-4,428
| -5% | -$175K | 1.19% | 16 |
|
|
2013
Q3 | $3.22K | Sell |
93,633
-564
| -0.6% | -$19 | 1.01% | 16 |
|
|
2013
Q2 | $3.3M | Buy |
+94,197
| New | +$3.3M | 1.15% | 15 |
|