IFP Advisors’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 | $2.97M | Buy |
47,563
+7,939
| +20% | +$496K | 0.08% | 262 |
|
|
2025
Q1 | $2.38M | Buy |
39,624
+6,897
| +21% | +$414K | 0.07% | 317 |
|
|
2024
Q4 | $1.71M | Buy |
32,727
+2,823
| +9% | +$148K | 0.06% | 367 |
|
|
2024
Q3 | $1.53M | Sell |
29,904
-2,101
| -7% | -$107K | 0.06% | 369 |
|
|
2024
Q2 | $1.46M | Buy |
32,005
+2,962
| +10% | +$135K | 0.06% | 340 |
|
|
2024
Q1 | $1.27M | Sell |
29,043
-34,928
| -55% | -$1.52M | 0.06% | 353 |
|
|
2023
Q4 | $2.58M | Sell |
63,971
-11,680
| -15% | -$471K | 0.12% | 185 |
|
|
2023
Q3 | $3.18M | Sell |
75,651
-6,717
| -8% | -$282K | 0.14% | 141 |
|
|
2023
Q2 | $3.73M | Sell |
82,368
-11,120
| -12% | -$504K | 0.16% | 130 |
|
|
2023
Q1 | $6.67M | Sell |
93,488
-53,920
| -37% | -$3.84M | 0.29% | 67 |
|
|
2022
Q4 | $10.5M | Buy |
147,408
+19,230
| +15% | +$1.37M | 0.28% | 72 |
|
|
2022
Q3 | $9.15M | Buy |
128,178
+34,055
| +36% | +$2.43M | 0.24% | 87 |
|
|
2022
Q2 | $6.73M | Hold |
94,123
| – | – | 0.22% | 102 |
|
|
2022
Q1 | $6.73M | Buy |
94,123
+62,068
| +194% | +$4.44M | 0.22% | 102 |
|
|
2021
Q4 | $1.53M | Buy |
32,055
+2,450
| +8% | +$117K | 0.03% | 313 |
|
|
2021
Q3 | $1.35M | Buy |
29,605
+396
| +1% | +$18.1K | 0.03% | 321 |
|
|
2021
Q2 | $1.39M | Buy |
29,209
+922
| +3% | +$44K | 0.03% | 320 |
|
|
2021
Q1 | $1.45M | Buy |
28,287
+418
| +1% | +$21.4K | 0.03% | 300 |
|
|
2020
Q4 | $1.14M | Buy |
27,869
+2,672
| +11% | +$110K | 0.05% | 317 |
|
|
2020
Q3 | $974K | Sell |
25,197
-3,517
| -12% | -$136K | 0.06% | 295 |
|
|
2020
Q2 | $1.12M | Buy |
28,714
+1,048
| +4% | +$41K | 0.09% | 231 |
|
|
2020
Q1 | $1.01M | Buy |
27,666
+351
| +1% | +$12.8K | 0.1% | 209 |
|
|
2019
Q4 | $1.38M | Sell |
27,315
-23,545
| -46% | -$1.19M | 0.1% | 222 |
|
|
2019
Q3 | $2.04M | Buy |
+50,860
| New | +$2.04M | 0.14% | 166 |
|
|
2019
Q1 | $3.18M | Sell |
55,169
-65,810
| -54% | -$3.79M | 0.43% | 38 |
|
|
2018
Q4 | $5.92M | Sell |
120,979
-29,408
| -20% | -$1.44M | 0.36% | 58 |
|
|
2018
Q3 | $9.07M | Sell |
150,387
-14,824
| -9% | -$894K | 0.37% | 54 |
|
|
2018
Q2 | $9.38M | Sell |
165,211
-8,200
| -5% | -$466K | 0.39% | 48 |
|
|
2018
Q1 | $12.4M | Hold |
173,411
| – | – | 0.56% | 28 |
|
|
2017
Q4 | $12.4M | Sell |
173,411
-57,790
| -25% | -$4.13M | 0.56% | 28 |
|
|
2017
Q3 | $14.7M | Sell |
231,201
-2,827
| -1% | -$179K | 0.58% | 25 |
|
|
2017
Q2 | $17.4M | Sell |
234,028
-2,457
| -1% | -$183K | 0.74% | 13 |
|
|
2017
Q1 | $16.9M | Sell |
236,485
-8,568
| -3% | -$612K | 0.74% | 14 |
|
|
2016
Q4 | $16.6M | Buy |
245,053
+10,880
| +5% | +$736K | 0.8% | 15 |
|
|
2016
Q3 | $14.8M | Buy |
234,173
+386
| +0.2% | +$24.4K | 0.77% | 15 |
|
|
2016
Q2 | $16.1M | Buy |
233,787
+178,618
| +324% | +$12.3M | 0.9% | 11 |
|
|
2016
Q1 | $3.18M | Sell |
55,169
-127,616
| -70% | -$7.34M | 0.43% | 38 |
|
|
2015
Q4 | $10.6M | Buy |
+182,785
| New | +$10.6M | 0.71% | 18 |
|