Fiduciary Alliance’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 | $981K | Buy |
16,737
+7,978
| +91% | +$468K | 0.07% | 225 |
|
|
2025
Q1 | $526K | Buy |
8,759
+3,594
| +70% | +$216K | 0.05% | 250 |
|
|
2024
Q4 | $270K | Buy |
+5,165
| New | +$270K | 0.03% | 302 |
|
|
2023
Q3 | – | Sell |
-80
| Closed | -$3.64K | – | 641 |
|
|
2023
Q2 | $3.64K | Buy |
+80
| New | +$3.64K | ﹤0.01% | 731 |
|
|
2023
Q1 | – | Sell |
-77
| Closed | -$3.53K | – | 577 |
|
|
2022
Q4 | $3.53K | Buy |
+77
| New | +$3.53K | ﹤0.01% | 598 |
|