JNBA Financial 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 | $13.2K | Hold |
225
| – | – | ﹤0.01% | 435 |
|
|
2025
Q1 | $13.5K | Hold |
225
| – | – | ﹤0.01% | 425 |
|
|
2024
Q4 | $11.8K | Hold |
225
| – | – | ﹤0.01% | 439 |
|
|
2024
Q3 | $11.5K | Hold |
225
| – | – | ﹤0.01% | 448 |
|
|
2024
Q2 | $10.2K | Hold |
225
| – | – | ﹤0.01% | 452 |
|
|
2024
Q1 | $9.82K | Hold |
225
| – | – | ﹤0.01% | 470 |
|
|
2023
Q4 | $9.08K | Hold |
225
| – | – | ﹤0.01% | 479 |
|
|
2023
Q3 | $9.46K | Hold |
225
| – | – | ﹤0.01% | 472 |
|
|
2023
Q2 | $10.2K | Hold |
225
| – | – | ﹤0.01% | 465 |
|
|
2023
Q1 | $10K | Hold |
225
| – | – | ﹤0.01% | 479 |
|
|
2022
Q4 | $10.3K | Hold |
225
| – | – | ﹤0.01% | 447 |
|
|
2022
Q3 | $9K | Hold |
225
| – | – | ﹤0.01% | 477 |
|
|
2022
Q2 | $9K | Hold |
225
| – | – | ﹤0.01% | 501 |
|
|
2022
Q1 | $12K | Sell |
225
-408
| -64% | -$21.8K | ﹤0.01% | 480 |
|
|
2021
Q4 | $30K | Buy |
633
+52
| +9% | +$2.46K | ﹤0.01% | 365 |
|
|
2021
Q3 | $26K | Hold |
581
| – | – | ﹤0.01% | 378 |
|
|
2021
Q2 | $28K | Hold |
581
| – | – | ﹤0.01% | 358 |
|
|
2021
Q1 | $30K | Buy |
581
+356
| +158% | +$18.4K | ﹤0.01% | 344 |
|
|
2020
Q4 | $9K | Hold |
225
| – | – | ﹤0.01% | 446 |
|
|
2020
Q3 | $9K | Sell |
225
-100
| -31% | -$4K | ﹤0.01% | 425 |
|
|
2020
Q2 | $13K | Buy |
325
+100
| +44% | +$4K | ﹤0.01% | 378 |
|
|
2020
Q1 | $9K | Hold |
225
| – | – | ﹤0.01% | 399 |
|
|
2019
Q4 | $11K | Sell |
225
-155
| -41% | -$7.58K | ﹤0.01% | 427 |
|
|
2019
Q3 | $16K | Sell |
380
-45
| -11% | -$1.9K | ﹤0.01% | 360 |
|
|
2019
Q2 | $20K | Buy |
425
+200
| +89% | +$9.41K | ﹤0.01% | 348 |
|
|
2019
Q1 | $13K | Sell |
225
-153
| -40% | -$8.84K | ﹤0.01% | 380 |
|
|
2018
Q4 | $19K | Sell |
378
-13,066
| -97% | -$657K | ﹤0.01% | 300 |
|
|
2018
Q3 | $811K | Buy |
13,444
+13,219
| +5,875% | +$797K | 0.36% | 59 |
|
|
2018
Q2 | $13K | Hold |
225
| – | – | ﹤0.01% | 375 |
|
|
2018
Q1 | $14K | Hold |
225
| – | – | ﹤0.01% | 344 |
|
|
2017
Q4 | $16K | Hold |
225
| – | – | ﹤0.01% | 335 |
|
|
2017
Q3 | $14K | Hold |
225
| – | – | ﹤0.01% | 333 |
|
|
2017
Q2 | $17K | Hold |
225
| – | – | ﹤0.01% | 309 |
|
|
2017
Q1 | $16K | Sell |
225
-4
| -2% | -$284 | ﹤0.01% | 315 |
|
|
2016
Q4 | $15K | Sell |
229
-34,997
| -99% | -$2.29M | ﹤0.01% | 329 |
|
|
2016
Q3 | $2.23M | Buy |
35,226
+34,997
| +15,283% | +$2.21M | 0.33% | 28 |
|
|
2016
Q2 | $16K | Sell |
229
-150
| -40% | -$10.5K | ﹤0.01% | 308 |
|
|
2016
Q1 | $24K | Hold |
379
| – | – | 0.01% | 265 |
|
|
2015
Q4 | $22K | Buy |
379
+79
| +26% | +$4.59K | 0.01% | 275 |
|
|
2015
Q3 | $16K | Hold |
300
| – | – | 0.01% | 302 |
|
|
2015
Q2 | $15K | Hold |
300
| – | – | 0.01% | 316 |
|
|
2015
Q1 | $15K | Hold |
300
| – | – | 0.01% | 326 |
|
|
2014
Q4 | $15K | Buy |
+300
| New | +$15K | 0.01% | 320 |
|
|
2014
Q1 | – | Sell |
-100
| Closed | -$4K | – | 487 |
|
|
2013
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 370 |
|
|
2013
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 376 |
|
|
2013
Q2 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 330 |
|