Gryphon Financial Partners’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,188
| Closed | -$217K | – | 265 |
|
|
2023
Q4 | $217K | Buy |
+5,188
| New | +$217K | 0.04% | 216 |
|
|
2023
Q3 | – | Sell |
-5,165
| Closed | -$234K | – | 198 |
|
|
2023
Q2 | $234K | Sell |
5,165
-267
| -5% | -$12.1K | 0.05% | 173 |
|
|
2023
Q1 | $242K | Sell |
5,432
-39
| -0.7% | -$1.74K | 0.06% | 171 |
|
|
2022
Q4 | $250K | Buy |
+5,471
| New | +$250K | 0.06% | 166 |
|
|
2019
Q1 | – | Sell |
-9,366
| Closed | -$516K | – | 151 |
|
|
2018
Q4 | $516K | Buy |
+9,366
| New | +$516K | 0.13% | 115 |
|
|
2018
Q3 | – | Sell |
-1,590
| Closed | -$91K | – | 592 |
|
|
2018
Q2 | $91K | Sell |
1,590
-247
| -13% | -$14.1K | 0.04% | 142 |
|
|
2018
Q1 | $115K | Buy |
1,837
+46
| +3% | +$2.88K | 0.06% | 121 |
|
|
2017
Q4 | $128K | Buy |
+1,791
| New | +$128K | 0.07% | 112 |
|