Howard Financial Services’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 | $450K | Buy |
7,678
+120
| +2% | +$7.04K | 0.06% | 112 |
|
|
2025
Q1 | $454K | Buy |
7,558
+970
| +15% | +$58.2K | 0.06% | 106 |
|
|
2024
Q4 | $344K | Buy |
6,588
+356
| +6% | +$18.6K | 0.05% | 131 |
|
|
2024
Q3 | $318K | Buy |
6,232
+396
| +7% | +$20.2K | 0.05% | 121 |
|
|
2024
Q2 | $266K | Buy |
5,836
+35
| +0.6% | +$1.59K | 0.04% | 128 |
|
|
2024
Q1 | $253K | Sell |
5,801
-35
| -0.6% | -$1.53K | 0.04% | 132 |
|
|
2023
Q4 | $235K | Buy |
5,836
+351
| +6% | +$14.2K | 0.05% | 136 |
|
|
2023
Q3 | $231K | Buy |
5,485
+57
| +1% | +$2.4K | 0.05% | 131 |
|
|
2023
Q2 | $246K | Buy |
5,428
+49
| +0.9% | +$2.22K | 0.06% | 123 |
|
|
2023
Q1 | $240K | Buy |
5,379
+29
| +0.5% | +$1.29K | 0.06% | 118 |
|
|
2022
Q4 | $245K | Buy |
5,350
+68
| +1% | +$3.11K | 0.06% | 114 |
|
|
2022
Q3 | $213K | Buy |
5,282
+193
| +4% | +$7.78K | 0.07% | 113 |
|
|
2022
Q2 | $213K | Buy |
5,089
+1
| +0% | +$42 | 0.07% | 106 |
|
|
2022
Q1 | $266K | Sell |
5,088
-134
| -3% | -$7.01K | 0.08% | 105 |
|
|
2021
Q4 | $247K | Buy |
5,222
+645
| +14% | +$30.5K | 0.07% | 105 |
|
|
2021
Q3 | $208K | Buy |
4,577
+377
| +9% | +$17.1K | 0.08% | 113 |
|
|
2021
Q2 | $200K | Sell |
4,200
-2,303
| -35% | -$110K | 0.08% | 116 |
|
|
2021
Q1 | $333K | Buy |
6,503
+263
| +4% | +$13.5K | 0.15% | 81 |
|
|
2020
Q4 | $256K | Buy |
6,240
+28
| +0.5% | +$1.15K | 0.13% | 88 |
|
|
2020
Q3 | $240K | Buy |
6,212
+27
| +0.4% | +$1.04K | 0.16% | 76 |
|
|
2020
Q2 | $243K | Sell |
6,185
-5,439
| -47% | -$214K | 0.17% | 72 |
|
|
2020
Q1 | $450K | Buy |
11,624
+244
| +2% | +$9.45K | 0.4% | 37 |
|
|
2019
Q4 | $568K | Buy |
11,380
+143
| +1% | +$7.14K | 0.35% | 44 |
|
|
2019
Q3 | $460K | Buy |
11,237
+347
| +3% | +$14.2K | 0.3% | 51 |
|
|
2019
Q2 | $516K | Buy |
10,890
+11
| +0.1% | +$521 | 0.35% | 47 |
|
|
2019
Q1 | $625K | Sell |
10,879
-1,054
| -9% | -$60.6K | 0.44% | 42 |
|
|
2018
Q4 | $589K | Buy |
+11,933
| New | +$589K | 0.45% | 41 |
|