Global Financial Private Client’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 |
-504
| Closed | -$30.3K | – | 1064 |
|
|
2025
Q1 | $30.3K | Buy |
504
+34
| +7% | +$2.04K | 0.01% | 390 |
|
|
2024
Q4 | $24.6K | Buy |
470
+18
| +4% | +$942 | 0.01% | 397 |
|
|
2024
Q3 | $23.1K | Buy |
452
+167
| +59% | +$8.53K | 0.01% | 410 |
|
|
2024
Q2 | $13K | Buy |
285
+6
| +2% | +$274 | 0.01% | 422 |
|
|
2024
Q1 | $12.1K | Sell |
279
-291
| -51% | -$12.6K | 0.01% | 441 |
|
|
2023
Q4 | $23K | Buy |
570
+6
| +1% | +$242 | 0.01% | 380 |
|
|
2023
Q3 | $23.5K | Buy |
564
+5
| +0.9% | +$208 | 0.01% | 360 |
|
|
2023
Q2 | $25.7K | Sell |
559
-369
| -40% | -$17K | 0.01% | 351 |
|
|
2023
Q1 | $41.8K | Buy |
928
+379
| +69% | +$17.1K | 0.02% | 296 |
|
|
2022
Q4 | $25.1K | Sell |
549
-994
| -64% | -$45.5K | 0.01% | 342 |
|
|
2022
Q3 | $63.9K | Buy |
1,543
+5
| +0.3% | +$207 | 0.04% | 238 |
|
|
2022
Q2 | $65K | Buy |
1,538
+3
| +0.2% | +$127 | 0.04% | 236 |
|
|
2022
Q1 | $80.9K | Buy |
1,535
+5
| +0.3% | +$264 | 0.04% | 221 |
|
|
2021
Q4 | $72.5K | Buy |
1,530
+1,004
| +191% | +$47.6K | 0.04% | 237 |
|
|
2021
Q3 | $24.1K | Sell |
526
-2,096
| -80% | -$96.2K | 0.01% | 297 |
|
|
2021
Q2 | $125K | Buy |
2,622
+4
| +0.2% | +$191 | 0.07% | 153 |
|
|
2021
Q1 | $134K | Buy |
2,618
+5
| +0.2% | +$255 | 0.1% | 133 |
|
|
2020
Q4 | $107K | Buy |
2,613
+4
| +0.2% | +$164 | 0.09% | 130 |
|
|
2020
Q3 | $102K | Buy |
2,609
+209
| +9% | +$8.14K | 0.09% | 131 |
|
|
2020
Q2 | $94.2K | Sell |
2,400
-660
| -22% | -$25.9K | 0.08% | 151 |
|
|
2020
Q1 | $115K | Sell |
3,060
-71
| -2% | -$2.67K | 0.12% | 129 |
|
|
2019
Q4 | $156K | Buy |
+3,131
| New | +$156K | 0.13% | 131 |
|