IFP Advisors’s British American Tobacco BTI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $833K | Buy |
17,600
+845
| +5% | +$40K | 0.02% | 635 |
|
2025
Q1 | $693K | Buy |
16,755
+11,870
| +243% | +$491K | 0.02% | 657 |
|
2024
Q4 | $177K | Sell |
4,885
-3,643
| -43% | -$132K | 0.01% | 1182 |
|
2024
Q3 | $312K | Buy |
8,528
+168
| +2% | +$6.15K | 0.01% | 882 |
|
2024
Q2 | $259K | Buy |
8,360
+4,136
| +98% | +$128K | 0.01% | 915 |
|
2024
Q1 | $129K | Sell |
4,224
-593
| -12% | -$18.1K | 0.01% | 1183 |
|
2023
Q4 | $141K | Sell |
4,817
-1,326
| -22% | -$38.8K | 0.01% | 1121 |
|
2023
Q3 | $193K | Sell |
6,143
-78
| -1% | -$2.45K | 0.01% | 983 |
|
2023
Q2 | $207K | Sell |
6,221
-2,647
| -30% | -$87.9K | 0.01% | 1010 |
|
2023
Q1 | $893K | Sell |
8,868
-2,964
| -25% | -$299K | 0.04% | 423 |
|
2022
Q4 | $1.19M | Buy |
11,832
+1,782
| +18% | +$180K | 0.03% | 552 |
|
2022
Q3 | $1.02M | Buy |
10,050
+4,437
| +79% | +$452K | 0.03% | 631 |
|
2022
Q2 | $576K | Hold |
5,613
| – | – | 0.02% | 783 |
|
2022
Q1 | $576K | Buy |
5,613
+2,295
| +69% | +$236K | 0.02% | 783 |
|
2021
Q4 | $125K | Sell |
3,318
-1,751
| -35% | -$66K | ﹤0.01% | 1151 |
|
2021
Q3 | $179K | Buy |
5,069
+3,325
| +191% | +$117K | ﹤0.01% | 975 |
|
2021
Q2 | $69K | Sell |
1,744
-217
| -11% | -$8.59K | ﹤0.01% | 1388 |
|
2021
Q1 | $76K | Sell |
1,961
-104
| -5% | -$4.03K | ﹤0.01% | 1279 |
|
2020
Q4 | $78K | Sell |
2,065
-293
| -12% | -$11.1K | ﹤0.01% | 1252 |
|
2020
Q3 | $86K | Buy |
2,358
+2
| +0.1% | +$73 | 0.01% | 1063 |
|
2020
Q2 | $93K | Sell |
2,356
-375
| -14% | -$14.8K | 0.01% | 948 |
|
2020
Q1 | $93K | Sell |
2,731
-1,127
| -29% | -$38.4K | 0.01% | 850 |
|
2019
Q4 | $163K | Buy |
3,858
+1,723
| +81% | +$72.8K | 0.01% | 738 |
|
2019
Q3 | $77K | Buy |
+2,135
| New | +$77K | 0.01% | 1181 |
|
2019
Q1 | $247K | Sell |
5,949
-5,595
| -48% | -$232K | 0.03% | 420 |
|
2018
Q4 | $375K | Sell |
11,544
-40
| -0.3% | -$1.3K | 0.02% | 639 |
|
2018
Q3 | $540K | Sell |
11,584
-341
| -3% | -$15.9K | 0.02% | 635 |
|
2018
Q2 | $602K | Sell |
11,925
-7,550
| -39% | -$381K | 0.03% | 589 |
|
2018
Q1 | $1.31M | Hold |
19,475
| – | – | 0.06% | 323 |
|
2017
Q4 | $1.31M | Sell |
19,475
-7,209
| -27% | -$483K | 0.06% | 323 |
|
2017
Q3 | $1.67M | Buy |
26,684
+23,547
| +751% | +$1.47M | 0.07% | 307 |
|
2017
Q2 | $215K | Buy |
3,137
+386
| +14% | +$26.5K | 0.01% | 1091 |
|
2017
Q1 | $182K | Sell |
2,751
-467
| -15% | -$30.9K | 0.01% | 1160 |
|
2016
Q4 | $181K | Sell |
3,218
-250
| -7% | -$14.1K | 0.01% | 1104 |
|
2016
Q3 | $221K | Buy |
3,468
+342
| +11% | +$21.8K | 0.01% | 947 |
|
2016
Q2 | $202K | Sell |
3,126
-8,772
| -74% | -$567K | 0.01% | 959 |
|
2016
Q1 | $247K | Buy |
11,898
+6,774
| +132% | +$141K | 0.03% | 420 |
|
2015
Q4 | $283K | Buy |
+5,124
| New | +$283K | 0.02% | 690 |
|