Independent Advisor Alliance’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 | $1.21M | Sell |
20,638
-3,690
| -15% | -$218K | 0.01% | 737 |
|
|
2025
Q4 | $1.38M | Buy |
24,328
+3,973
| +20% | +$217K | 0.03% | 384 |
|
|
2025
Q3 | $1.08M | Sell |
20,355
-1,296
| -6% | -$70.4K | 0.03% | 427 |
|
|
2025
Q2 | $1.02M | Buy |
21,651
+1,873
| +9% | +$82.9K | 0.03% | 418 |
|
|
2025
Q1 | $818K | Buy |
19,778
+227
| +1% | +$8.92K | 0.03% | 407 |
|
|
2024
Q4 | $710K | Buy |
19,551
+1,614
| +9% | +$58.3K | 0.01% | 834 |
|
|
2024
Q3 | $656K | Buy |
17,937
+1,803
| +11% | +$64.4K | 0.02% | 403 |
|
|
2024
Q2 | $499K | Buy |
16,134
+2,702
| +20% | +$82.1K | 0.02% | 466 |
|
|
2024
Q1 | $410K | Buy |
13,432
+1,349
| +11% | +$40.6K | 0.01% | 495 |
|
|
2023
Q4 | $354K | Sell |
12,083
-2,208
| -15% | -$67.2K | 0.01% | 509 |
|
|
2023
Q3 | $449K | Sell |
14,291
-3,572
| -20% | -$118K | 0.02% | 434 |
|
|
2023
Q2 | $593K | Buy |
17,863
+5
| +0% | +$171 | 0.03% | 394 |
|
|
2023
Q1 | $627K | Sell |
17,858
-32
| -0.2% | -$1.21K | 0.03% | 376 |
|
|
2022
Q4 | $715 | Buy |
17,890
+1,177
| +7% | +$46.2K | ﹤0.01% | 322 |
|
|
2022
Q3 | $593K | Buy |
16,713
+1,403
| +9% | +$56.2K | 0.03% | 332 |
|
|
2022
Q2 | $657K | Buy |
15,310
+1,491
| +11% | +$64K | 0.04% | 326 |
|
|
2022
Q1 | $583K | Buy |
13,819
+2,218
| +19% | +$94.5K | 0.03% | 361 |
|
|
2021
Q4 | $434K | Sell |
11,601
-46,342
| -80% | -$1.65M | 0.02% | 426 |
|
|
2021
Q3 | $2.04M | Buy |
57,943
+41,935
| +262% | +$1.57M | 0.11% | 157 |
|
|
2021
Q2 | $629K | Buy |
16,008
+3,892
| +32% | +$152K | 0.03% | 344 |
|
|
2021
Q1 | $469K | Sell |
12,116
-3
| -0% | -$113 | 0.03% | 388 |
|
|
2020
Q4 | $454K | Sell |
12,119
-71
| -0.6% | -$2.54K | 0.03% | 359 |
|
|
2020
Q3 | $441K | Buy |
12,190
+2,324
| +24% | +$81.4K | 0.03% | 319 |
|
|
2020
Q2 | $383K | Sell |
9,866
-3,588
| -27% | -$137K | 0.04% | 318 |
|
|
2020
Q1 | $460K | Sell |
13,454
-620
| -4% | -$25.3K | 0.07% | 224 |
|
|
2019
Q4 | $598K | Sell |
14,074
-360
| -2% | -$13.6K | 0.03% | 489 |
|
|
2019
Q3 | $533K | Buy |
14,434
+205
| +1% | +$7.5K | 0.07% | 246 |
|
|
2019
Q2 | $496K | Buy |
14,229
+276
| +2% | +$10.5K | 0.07% | 224 |
|
|
2019
Q1 | $582K | Buy |
13,953
+6,853
| +97% | +$249K | 0.08% | 205 |
|
|
2018
Q4 | $226K | Sell |
7,100
-373
| -5% | -$14.5K | 0.04% | 343 |
|
|
2018
Q3 | $330K | Sell |
7,473
-1,835
| -20% | -$93.2K | 0.07% | 253 |
|
|
2018
Q2 | $455K | Sell |
9,308
-4,251
| -31% | -$224K | 0.11% | 195 |
|
|
2018
Q1 | $773K | Sell |
13,559
-3,359
| -20% | -$211K | 0.19% | 143 |
|
|
2017
Q4 | $1.13M | Sell |
16,918
-411
| -2% | -$26.8K | 0.26% | 97 |
|
|
2017
Q3 | $1.09M | Buy |
+17,329
| New | +$1.12M | 0.3% | 86 |
|
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