IFP Advisors’s British American Tobacco BTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.04M | Buy |
17,738
+1,186
| +7% | +$70.2K | 0.02% | 672 |
|
|
2025
Q4 | $937K | Buy |
16,552
+352
| +2% | +$19.2K | 0.02% | 688 |
|
|
2025
Q3 | $860K | Sell |
16,200
-1,400
| -8% | -$76K | 0.02% | 665 |
|
|
2025
Q2 | $833K | Buy |
17,600
+845
| +5% | +$37.4K | 0.02% | 635 |
|
|
2025
Q1 | $693K | Buy |
16,755
+11,870
| +243% | +$467K | 0.02% | 657 |
|
|
2024
Q4 | $177K | Sell |
4,885
-3,643
| -43% | -$132K | 0.01% | 1182 |
|
|
2024
Q3 | $312K | Buy |
8,528
+168
| +2% | +$6K | 0.01% | 882 |
|
|
2024
Q2 | $259K | Buy |
8,360
+4,136
| +98% | +$126K | 0.01% | 915 |
|
|
2024
Q1 | $129K | Sell |
4,224
-593
| -12% | -$17.8K | 0.01% | 1183 |
|
|
2023
Q4 | $141K | Sell |
4,817
-1,326
| -22% | -$40.3K | 0.01% | 1121 |
|
|
2023
Q3 | $193K | Sell |
6,143
-78
| -1% | -$2.57K | 0.01% | 983 |
|
|
2023
Q2 | $207K | Sell |
6,221
-2,647
| -30% | -$90.5K | 0.01% | 1010 |
|
|
2023
Q1 | $893K | Sell |
8,868
-2,964
| -25% | -$112K | 0.04% | 423 |
|
|
2022
Q4 | $1.19M | Buy |
11,832
+1,782
| +18% | +$70K | 0.03% | 552 |
|
|
2022
Q3 | $1.02M | Buy |
10,050
+4,437
| +79% | +$178K | 0.03% | 631 |
|
|
2022
Q2 | $576K | Hold |
5,613
| – | – | 0.02% | 782 |
|
|
2022
Q1 | $576K | Buy |
5,613
+2,295
| +69% | +$97.8K | 0.02% | 782 |
|
|
2021
Q4 | $125K | Sell |
3,318
-1,751
| -35% | -$62.2K | ﹤0.01% | 1166 |
|
|
2021
Q3 | $179K | Buy |
5,069
+3,325
| +191% | +$125K | ﹤0.01% | 1009 |
|
|
2021
Q2 | $69K | Sell |
1,744
-217
| -11% | -$8.5K | ﹤0.01% | 1388 |
|
|
2021
Q1 | $76K | Sell |
1,961
-104
| -5% | -$3.92K | ﹤0.01% | 1279 |
|
|
2020
Q4 | $78K | Sell |
2,065
-293
| -12% | -$10.5K | ﹤0.01% | 1252 |
|
|
2020
Q3 | $86K | Buy |
2,358
+2
| +0.1% | +$70 | 0.01% | 1064 |
|
|
2020
Q2 | $93K | Sell |
2,356
-375
| -14% | -$14.4K | 0.01% | 949 |
|
|
2020
Q1 | $93K | Sell |
2,731
-1,127
| -29% | -$46K | 0.01% | 852 |
|
|
2019
Q4 | $163K | Buy |
3,858
+1,723
| +81% | +$64.9K | 0.01% | 738 |
|
|
2019
Q3 | $77K | Buy |
+2,135
| New | +$78.1K | 0.01% | 1181 |
|
|
2019
Q1 | $247K | Sell |
5,949
-5,595
| -48% | -$204K | 0.03% | 420 |
|
|
2018
Q4 | $375K | Sell |
11,544
-40
| -0.3% | -$1.56K | 0.02% | 640 |
|
|
2018
Q3 | $540K | Sell |
11,584
-341
| -3% | -$17.3K | 0.02% | 637 |
|
|
2018
Q2 | $602K | Sell |
11,925
-7,550
| -39% | -$398K | 0.03% | 591 |
|
|
2018
Q1 | $1.3M | Hold |
19,475
| – | – | 0.06% | 323 |
|
|
2017
Q4 | $1.3M | Sell |
19,475
-7,209
| -27% | -$470K | 0.06% | 324 |
|
|
2017
Q3 | $1.67M | Buy |
26,684
+23,547
| +751% | +$1.52M | 0.07% | 308 |
|
|
2017
Q2 | $215K | Buy |
3,137
+386
| +14% | +$26.8K | 0.01% | 1094 |
|
|
2017
Q1 | $182K | Sell |
2,751
-467
| -15% | -$28.9K | 0.01% | 1164 |
|
|
2016
Q4 | $181K | Sell |
3,218
-250
| -7% | -$14.2K | 0.01% | 1106 |
|
|
2016
Q3 | $221K | Buy |
3,468
+342
| +11% | +$21.7K | 0.01% | 950 |
|
|
2016
Q2 | $202K | Sell |
3,126
-8,772
| -74% | -$531K | 0.01% | 961 |
|
|
2016
Q1 | $247K | Buy |
11,898
+6,774
| +132% | +$373K | 0.03% | 420 |
|
|
2015
Q4 | $283K | Buy |
+5,124
| New | +$294K | 0.02% | 692 |
|
Other funds holding BTI
OAG
