GYL Financial Synergies’s Altria Group MO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$338K Sell
6,623
-499
-7% -$25.5K 0.03% 280
2024
Q2
$324K Buy
7,122
+233
+3% +$10.6K 0.03% 285
2024
Q1
$300K Buy
6,889
+347
+5% +$15.1K 0.02% 300
2023
Q4
$264K Buy
6,542
+219
+3% +$8.83K 0.02% 302
2023
Q3
$266K Sell
6,323
-1,541
-20% -$64.8K 0.03% 285
2023
Q2
$356K Buy
7,864
+435
+6% +$19.7K 0.03% 270
2023
Q1
$331K Buy
7,429
+1,792
+32% +$80K 0.04% 231
2022
Q4
$258K Buy
5,637
+251
+5% +$11.5K 0.06% 184
2022
Q3
$217K Buy
+5,386
New +$217K 0.06% 177
2022
Q2
Sell
-5,021
Closed -$262K 201
2022
Q1
$262K Sell
5,021
-147
-3% -$7.67K 0.06% 172
2021
Q4
$245K Buy
5,168
+506
+11% +$24K 0.07% 184
2021
Q3
$212K Sell
4,662
-185
-4% -$8.41K 0.11% 181
2021
Q2
$231K Buy
4,847
+83
+2% +$3.96K 0.12% 161
2021
Q1
$244K Buy
+4,764
New +$244K 0.13% 159
2020
Q3
Sell
-5,366
Closed -$211K 163
2020
Q2
$211K Buy
5,366
+43
+0.8% +$1.69K 0.15% 144
2020
Q1
$206K Sell
5,323
-581
-10% -$22.5K 0.13% 135
2019
Q4
$295K Sell
5,904
-2,059
-26% -$103K 0.13% 129
2019
Q3
$326K Buy
7,963
+142
+2% +$5.81K 0.16% 116
2019
Q2
$370K Buy
7,821
+66
+0.9% +$3.12K 0.2% 90
2019
Q1
$445K Buy
7,755
+51
+0.7% +$2.93K 0.25% 73
2018
Q4
$380K Buy
+7,704
New +$380K 0.28% 70