Financial Advocates Investment Management’s British American Tobacco BTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-14,153
| Closed | -$586K | – | 629 |
|
|
2025
Q1 | $586K | Sell |
14,153
-2,053
| -13% | -$84.9K | 0.04% | 392 |
|
|
2024
Q4 | $589K | Sell |
16,206
-4,381
| -21% | -$159K | 0.03% | 409 |
|
|
2024
Q3 | $753K | Buy |
20,587
+926
| +5% | +$33.9K | 0.04% | 368 |
|
|
2024
Q2 | $608K | Buy |
19,661
+4,907
| +33% | +$152K | 0.04% | 383 |
|
|
2024
Q1 | $450K | Buy |
+14,754
| New | +$450K | 0.03% | 477 |
|
|
2023
Q3 | – | Sell |
-6,444
| Closed | -$214K | – | 696 |
|
|
2023
Q2 | $214K | Sell |
6,444
-3,280
| -34% | -$109K | 0.02% | 631 |
|
|
2023
Q1 | $341K | Buy |
9,724
+7
| +0.1% | +$246 | 0.02% | 507 |
|
|
2022
Q4 | $389K | Buy |
+9,717
| New | +$389K | 0.03% | 498 |
|
|
2022
Q3 | – | Sell |
-7,976
| Closed | -$342K | – | 750 |
|
|
2022
Q2 | $342K | Buy |
+7,976
| New | +$342K | 0.03% | 478 |
|