JSF Financial’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 | $211K | Buy |
3,594
+13
| +0.4% | +$762 | 0.05% | 124 |
|
|
2025
Q1 | $215K | Sell |
3,581
-249
| -7% | -$14.9K | 0.06% | 112 |
|
|
2024
Q4 | $200K | Sell |
3,830
-1,114
| -23% | -$58.3K | 0.05% | 119 |
|
|
2024
Q3 | $252K | Buy |
4,944
+20
| +0.4% | +$1.02K | 0.07% | 100 |
|
|
2024
Q2 | $224K | Sell |
4,924
-976
| -17% | -$44.5K | 0.07% | 103 |
|
|
2024
Q1 | $257K | Sell |
5,900
-156
| -3% | -$6.8K | 0.08% | 97 |
|
|
2023
Q4 | $244K | Buy |
6,056
+22
| +0.4% | +$887 | 0.08% | 94 |
|
|
2023
Q3 | $254K | Sell |
6,034
-165
| -3% | -$6.94K | 0.1% | 88 |
|
|
2023
Q2 | $281K | Sell |
6,199
-954
| -13% | -$43.2K | 0.1% | 84 |
|
|
2023
Q1 | $319K | Buy |
+7,153
| New | +$319K | 0.12% | 90 |
|
|
2020
Q1 | – | Sell |
-6,048
| Closed | -$302K | – | 69 |
|
|
2019
Q4 | $302K | Sell |
6,048
-440
| -7% | -$22K | 0.3% | 46 |
|
|
2019
Q3 | $265K | Sell |
6,488
-491
| -7% | -$20.1K | 0.29% | 48 |
|
|
2019
Q2 | $330K | Buy |
6,979
+337
| +5% | +$15.9K | 0.36% | 42 |
|
|
2019
Q1 | $381K | Buy |
6,642
+897
| +16% | +$51.5K | 0.42% | 38 |
|
|
2018
Q4 | $284K | Buy |
+5,745
| New | +$284K | 0.29% | 44 |
|