Financial Advocates Investment Management’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 | – | Sell |
-4,563
| Closed | -$274K | – | 697 |
|
|
2025
Q1 | $274K | Buy |
4,563
+105
| +2% | +$6.3K | 0.02% | 578 |
|
|
2024
Q4 | $233K | Buy |
4,458
+367
| +9% | +$19.2K | 0.01% | 664 |
|
|
2024
Q3 | $209K | Buy |
+4,091
| New | +$209K | 0.01% | 701 |
|
|
2024
Q2 | – | Sell |
-6,070
| Closed | -$265K | – | 766 |
|
|
2024
Q1 | $265K | Sell |
6,070
-578
| -9% | -$25.2K | 0.02% | 626 |
|
|
2023
Q4 | $268K | Sell |
6,648
-489
| -7% | -$19.7K | 0.02% | 593 |
|
|
2023
Q3 | $300K | Sell |
7,137
-2,238
| -24% | -$94.1K | 0.02% | 519 |
|
|
2023
Q2 | $425K | Sell |
9,375
-1,783
| -16% | -$80.8K | 0.03% | 438 |
|
|
2023
Q1 | $498K | Sell |
11,158
-7,520
| -40% | -$336K | 0.04% | 426 |
|
|
2022
Q4 | $854K | Buy |
18,678
+9,676
| +107% | +$442K | 0.06% | 318 |
|
|
2022
Q3 | $368K | Sell |
9,002
-8,608
| -49% | -$352K | 0.03% | 491 |
|
|
2022
Q2 | $735K | Buy |
17,610
+8,025
| +84% | +$335K | 0.06% | 319 |
|
|
2022
Q1 | $500K | Buy |
9,585
+365
| +4% | +$19K | 0.03% | 439 |
|
|
2021
Q4 | $437K | Sell |
9,220
-322
| -3% | -$15.3K | 0.03% | 512 |
|
|
2021
Q3 | $434K | Sell |
9,542
-3,638
| -28% | -$165K | 0.03% | 507 |
|
|
2021
Q2 | $628K | Buy |
13,180
+15
| +0.1% | +$715 | 0.04% | 417 |
|
|
2021
Q1 | $674K | Buy |
13,165
+324
| +3% | +$16.6K | 0.05% | 398 |
|
|
2020
Q4 | $527K | Buy |
12,841
+958
| +8% | +$39.3K | 0.04% | 435 |
|
|
2020
Q3 | $459K | Buy |
11,883
+570
| +5% | +$22K | 0.04% | 381 |
|
|
2020
Q2 | $444K | Sell |
11,313
-546
| -5% | -$21.4K | 0.04% | 366 |
|
|
2020
Q1 | $458K | Sell |
11,859
-478
| -4% | -$18.5K | 0.07% | 286 |
|
|
2019
Q4 | $616K | Sell |
12,337
-335
| -3% | -$16.7K | 0.07% | 276 |
|
|
2019
Q3 | $518K | Buy |
12,672
+169
| +1% | +$6.91K | 0.06% | 279 |
|
|
2019
Q2 | $592K | Sell |
12,503
-1,270
| -9% | -$60.1K | 0.07% | 255 |
|
|
2019
Q1 | $791K | Sell |
13,773
-1,022
| -7% | -$58.7K | 0.1% | 204 |
|
|
2018
Q4 | $731K | Sell |
14,795
-5,528
| -27% | -$273K | 0.1% | 203 |
|
|
2018
Q3 | $1.23M | Sell |
20,323
-668
| -3% | -$40.3K | 0.14% | 162 |
|
|
2018
Q2 | $1.17M | Sell |
20,991
-4,375
| -17% | -$245K | 0.14% | 152 |
|
|
2018
Q1 | $1.58M | Buy |
25,366
+3,509
| +16% | +$219K | 0.21% | 110 |
|
|
2017
Q4 | $1.56M | Buy |
+21,857
| New | +$1.56M | 0.21% | 101 |
|